Brian Enoka is a CERTIFIED FINANCIAL PLANNER ™ professional specializing in retirement lifestyle planning and multi-generational wealth transfer strategies. Brian advises professional couples, individuals and business owners who desire a work-optional lifestyle. His particular focus is working with individuals who are the “millionaire next door,” the first-generation affluent (they did it themselves!). Brian’s priority is helping his clients engage in the planning process to pursue their specific family and life goals.
Brian earned his Bachelor of Science degree in Electrical Engineering from the University of Hawaii. He began his financial services career in 1995 as a “Retirement Planning Specialist” for a large multi-national corporation. He quickly moved up the corporate ladder becoming the Hawaii Branch Manager in 1998. The following year, he was promoted to Hawaii District Manager, and in 2003, the state of Alaska was also added to his regional management. He has over twenty years of experience in the qualified retirement plan market. Brian is an Accredited Investment Fiduciary® working with sponsors of 403(b), 401(k) and 457 plans.
Brian considers himself a life-long learner. He is self-motivated by the pursuit of knowledge and began the CFP ® certification process early in his career. He successfully completed the two-day CFP ® exam in 2005. Three years later he founded, Island Wealth Management.
He brings his unique style of problem solving, organizational leadership, relationship management and over 20 years of industry experience to Island Wealth Management.
Brian and his wife, Shelley, reside in Honolulu. They have a son and a daughter who share their love of travel, food, books and music. In addition to spending time with family, Brian enjoys a good bottle of wine with friends!