Disclosures
Alohana Financial, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only in jurisdictions where Alohana Financial is properly registered, notice-filed, or otherwise exempt from registration requirements. Alohana Financial will verify authorization in the appropriate jurisdiction prior to providing individualized investment advisory services.
The content provided on this website is for informational and educational purposes only and is not intended as individualized investment advice, nor as tax, accounting, or legal advice. Nothing on this website should be interpreted as a recommendation or solicitation to buy or sell any security, investment strategy, or financial product. Any references to specific investments, asset classes, or financial strategies are for illustrative purposes only.
All investment strategies involve risk, including the potential loss of principal. Past performance is not indicative of future results, and no guarantee can be made that any strategy, recommendation, or planning outcome will be successful or achieve specific results.
The views and opinions expressed on this website are those of Alohana Financial as of the date of publication and are subject to change without notice. While information is obtained from sources believed to be reliable, Alohana Financial makes no representation as to the accuracy, timeliness, or completeness of information obtained from unaffiliated third-party sources. Use of this information is at the user’s own risk.
Visitors are encouraged to consult with qualified financial, tax, accounting, or legal professionals regarding their individual circumstances prior to implementing any strategy discussed on this website.
This website may contain links to third-party websites for convenience or informational purposes. Alohana Financial does not control, endorse, or assume responsibility for the content, accuracy, or security of any third-party websites, nor for any consequences arising from access to or use of such websites.
The presence of this website on the Internet shall not be construed as a solicitation of investment advisory services to any individual in any jurisdiction where such solicitation would be unlawful. Any follow-up communication or individualized advice will be provided only in compliance with applicable state and federal regulations.
For information regarding the registration status or disciplinary history of an investment adviser or investment adviser representative, consumers may contact their state securities regulator or visit the SEC’s Investment Adviser Public Disclosure (IAPD) website.
Professional Designations
CFP® (Certified Financial Planner®)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
RLP® (Registered Life Planner®)
Kinder Institute of Life Planning, Inc. owns and licenses the designation marks RLP® and Registered Life Planner® globally and authorizes individuals who successfully complete the organization’s initial and ongoing designation requirements to use the designation marks.
EA (Enrolled Agent)
An Enrolled Agent (EA) is a federally authorized tax practitioner licensed by the U.S. Department of the Treasury. Enrolled Agents have demonstrated competence in federal taxation and are authorized to represent taxpayers before the Internal Revenue Service (IRS) in audits, collections, and appeals.
