Quinn Talbo, CFP ®

Managing Partner

Quinn received a B. S. degree in Business Administration with concentrations in both Finance and Management from Colorado State University. She originally went to Colorado State to obtain a business degree in the hopes of coming home to Hawaii and opening a bakery. She ended up studying financial planning and really found joy in the idea of helping people to achieve their life-long aspirations. Quinn is now a third-generation financial advisor and she is following in the footsteps of both her father and her grandfather. Quinn holds the Series 7 and 66 registrations and holds licenses for annuities, life, health and long-term care insurance, as well as the distinguished CERTIFIED FINANCIAL PLANNER (CFP®) certification.

Phone (808) 527-8815
Fax (808) 535-0726