Our Team

Stephen T. Sugai | CLU, ChFC, CMFC


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Mr. Sugai entered the financial services industry in June, 1969, over 38 years ago. He currently holds the following securities registrations and insurance licenses: General Securities Principal (FINRA Series 24), General Securities (FINRA Series 7), State Uniform Blue Sky (FINRA Series 63), Investment Adviser Representative (FINRA Series 65), State of Hawaii life, health insurance (both fixed and variable life/annuities), property and casualty insurance (both personal and commercial lines). 

Mr. Sugai’s industry designations include: Chartered Life Underwriter (CLU) from The American College, Bryn Mawr, PA, since 1983. Chartered Financial Consultant (ChFC) from The American College, Bryn Mawr, PA, since 1984. Chartered Mutual Fund Counselor (CMFC) from The College for Financial Planning, since 1991.

Some favorite business slogans are "We become what we think about. Understand first, before trying to be understood. Clients do not care how much you know until they know how much you care. My actions speak so loudly, no one can hear what I am saying. Every financial vehicle contains risk, whether it be an inflation risk, a loss of principal risk, or a tax/yield risk."

Email Mr. Sugai at ssugai@advisorplanit.com


Steven Y. Kira | Investment Advisor Representative, Lincoln Financial Securities Corporation

Mr. Kira entered the financial services industry in 1996, over 11 years ago. He currently holds the following securities registrations and insurance licenses: General Securities (FINRA Series 7), State Uniform Blue Sky (FINRA Series 63), Investment Adviser Representative (FINRA Series 65), State of Hawaii life and health insurance, both fixed and variable life/annuities.

We strive to provide you with honest, long term, and consistent service. You dream it, let me help you plan it.

Email Mr. Kira at skira@advisorplanit.com

David M. Yamashita | CPCU, CLU, CIC


 

Mr. Yamashita entered the insurance industry over 25 years ago, concentrating in Commercial Property & Casualty insurance. He currently holds the following insurance licenses: State of Hawaii Life, Health, Property and Casualty insurance (both personal and commercial lines). 

Mr. Yamashita’s industry designations include: Chartered Property & Casualty Underwriter (CPCU) from the American Institute for CPCU, Malvern, PA.  Certified Insurance Counselor (CIC) from the Society of Certified Insurance Counselors, Austin, TX.  Accredited Advisor in Insurance (AAI) from the Insurance Institute of America, Malvern, PA.  Chartered Life Underwriter (CLU) from The American College, Bryn Mawr, PA. Chartered Financial Consultant (ChFC) from The American College, Bryn Mawr, PA.



 94-979 Kauolu Place, Suite: 1104, Waipahu, HI 96797







Phone: (808) 526-3502   Fax: (808) 526-3503   Email: ssugai@advisorplanit.com









Investments and Advisory Services are offered through representatives of Lincoln Financial Securities Corporation, member FINRA & SIPC.







Securities are offered to residents of California (CA),  Guam (GU) and Hawaii (HI).







Advisory services are offered to residents of Hawaii (HI). Lincoln Financial Securities Corporation is not affiliated with The Advisers Group.  LFS-1464888-040716