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Mauricio J.M. Santos

Mauricio J.M. Santos

Wealth Advisor / OSJ Branch Manager

(808) 942-7757

Our Mission

Our primary responsibility is to assist you navigating safely through the different phases of your financial journey.
You decide where you want to go, we provide a navigation plan to get you there.

Our Honolulu Branch

Located in the heart of Downtown Honolulu. We are on the 24th floor of the Alakea Corporate Tower. Our parking entrance is on Alakea Street, the first left after Hotel Street.

About Us

Meet Our Team

Our Products & Services 

Additional Resources