Business Details
13 Years
experience
Your Trusted Investment Partner in Honolulu, HI
Mosaic Pacific was founded in 2013 as an independent investment advisory firm committed to providing fiduciary-driven financial solutions. As an SEC-registered firm, we prioritize client goals over corporate interests, operating with full transparency and ethical standards. Our employee-owned structure ensures alignment with our clients' long-term objectives. We employ a team-based approach, collaborating with third-party experts in compliance and technology to maintain operational excellence. Our advisors hold prestigious certifications, including CFA, CFP, and AWMA designations, reflecting our commitment to expertise and professionalism.We serve clients from our Honolulu office, offering personalized investment strategies tailored to individual needs. Our focus remains on building lasting relationships through trust, accountability, and measurable results. With over a decade of experience, we continue to refine our methodologies to adapt to evolving market conditions. Our dedication to continuous improvement ensures clients receive forward-thinking financial guidance. By maintaining a client-first philosophy, we aim to be a trusted partner in wealth management.
Services
Investment Advisory
Wealth Management
Retirement Planning
Portfolio Management
Compliance Supervision
Details
- Year established: 2013
Highlights and features
- We operate under a fiduciary duty to act in our clients' best interests.
- Our employee-owned structure eliminates corporate conflict of interest.
- Team members hold prestigious certifications including CFA and CFP designations.
- We partner with third-party compliance experts for operational excellence.
- Established in 2013 with a proven track record of client-focused service.
Associations and certifications
- SEC
Services
Investment Advisory
Our investment advisory services provide customized portfolio strategies aligned with individual financial goals. We offer fiduciary guidance through market cycles, focusing on long-term wealth preservation. Clients benefit from our team-based approach and rigorous compliance standards.
Retirement Planning
Specialized retirement planning services help clients navigate complex pension decisions and distribution strategies. We develop personalized roadmaps for pre-retirement preparation and post-retirement income optimization. Our approach considers tax implications and longevity factors.
Portfolio Management
Active portfolio management services include strategic asset allocation and risk management. We implement diversified investment solutions tailored to each client's risk tolerance and time horizon. Regular performance reviews ensure alignment with evolving objectives.
Compliance Supervision
Third-party compliance supervision ensures adherence to SEC regulations and industry best practices. Our operational framework maintains rigorous documentation and reporting standards. This partnership allows our team to focus exclusively on client service while maintaining full regulatory compliance.
Financial Planning
Comprehensive financial planning services address tax strategies, estate planning, and risk management. We coordinate with external professionals to create holistic wealth solutions. Our process emphasizes clear communication and measurable progress toward financial milestones.
People
Andrea Deutsch
Senior Investment Advisor & Managing Member
Andrea Deutsch leads client relationships with over 15 years of investment experience. She specializes in creating customized financial plans that align with individual goals while maintaining fiduciary standards.
Cory Nakamura
Chief Investment Strategist & Managing Member
Cory Nakamura, CFA charterholder, develops investment strategies with 20+ years of market expertise. He oversees portfolio construction and risk management while maintaining active client advisory roles.
Brian Ishihara
Senior Investment Advisor & Managing Member
Brian Ishihara provides strategic financial guidance with specialized knowledge in retirement planning. His 18-year industry experience focuses on long-term wealth preservation and tax-efficient strategies.
Jeanne St. John
Senior Investment Advisor
Jeanne St. John specializes in client portfolio management with AWMA certification. She brings 12 years of experience in developing diversified investment solutions for high-net-worth individuals.
David Kirkeby
Senior Investment Advisor & Retirement Plan Specialist
David Kirkeby focuses on retirement plan optimization with CFP certification. His 14-year career emphasizes tax-efficient withdrawal strategies and pension decision analysis for pre-retirees.
Questions
What investment approach does Mosaic Pacific use?
We employ a fiduciary-driven, client-first approach with customized portfolio strategies. Our team-based methodology focuses on long-term wealth preservation through diversified investments aligned with individual goals.
Are you legally required to act in clients' best interests?
Yes, as an SEC-registered investment advisor, we have a fiduciary duty to act in our clients' best interests at all times when providing financial advice.
What certifications do your advisors hold?
Our team includes CFA charterholders, CFP professionals, and AWMA-certified advisors. These designations represent rigorous professional standards and ongoing education requirements.
How is Mosaic Pacific compensated?
We operate on a fee-only basis through asset-based management fees. This structure aligns our interests with clients by tying compensation to portfolio performance and growth.
Do you serve clients outside Hawaii?
While based in Honolulu, we serve clients nationwide through virtual consultations and digital portfolio management tools. Our team works with clients across various geographic locations.
