Allen Komori is a Financial Advisor who believes in holistic, comprehensive financial planning. He specializes in creating outcomes for his clients, so that they can get to those important milestones in life that make it all worth it. Allen does this while expressing care, managing emotions, and explaining things in a way people understand. Always maintaining full transparency, Allen strives to create a client experience of openness, integrity, and teamwork, with everyone pulling in the same direction without fear of asking “dumb questions.” The most rewarding part of the process is developing long-term relationships with his clients, and seeing them pay off their house, send their kids to school, and retire the way they want to, without worry.
Allen began his career in 2009 at the Fraser Financial Group in Beverly Hills, CA, before running his own private practice here in Honolulu for five years. He joined Wealth Managing Partners, Inc. in 2016 and opened the Maui office in 2019. He holds his Series 6, 63, 65, 7 and 24 securities licenses as well as his Life & Health Insurance licenses, and the Accredited Investment Fiduciary (AIF®) designation. Allen works with individuals and business owners in the areas of retirement income planning, investment analysis, tax reduction strategies, risk protection, and multi-generational wealth transfer.
Allen was born and raised in Honolulu, HI and graduated from the University of La Verne in Southern California with a B.S. in Business Administration, Finance where he also played baseball. Allen is an avid golfer, does CrossFit, and enjoys surfing, coaching, and volunteering. He is a member of the Honolulu Country Club, and is on the board of directors for the Honolulu Japanese Chamber of Commerce, and the Arc in Hawaii.