Allen S. Komori

Allen S. Komori has been a dedicated Financial Advisor since 2008, serving individuals, business owners, and families with personalized financial planning and wealth management strategies. Allen works directly with clients and their families to design and oversee customized financial plans, ensuring alignment with their goals and values. His approach prioritizes integrity, transparency, and actionable outcomes, focusing on creating solutions that deliver long-term success.

In addition to his role with clients, Allen actively collaborates with industry professionals, tracks regulatory developments, and leads his team in delivering a seamless client experience. He holds a comprehensive range of licenses, including Series 6, 7, 24, 63, 65 (all are held through LPL Financial), life and health insurance licenses, and the Accredited Investment Fiduciary® (AIF®) designation. These credentials reflect his commitment to upholding the highest standards of fiduciary duty and professional excellence.

Over the years, Allen has also gained valuable experience as a real estate investor and business owner, which enhances his ability to provide comprehensive guidance to his clients.

Allen earned his Bachelor of Science in Business Administration with a concentration in Finance from the University of La Verne in Southern California, where he also distinguished himself as a four-year letterman in baseball. His commitment to professional excellence is further demonstrated by his Accredited Investment Fiduciary® (AIF®) designation. This certification highlights his deep understanding of fiduciary principles, allowing him to deliver advice and strategies that meet the highest standards of ethics, responsibility, and client care.

Raised in a family-owned auto-body business, Allen learned early the value of hard work, integrity, and always "doing things the right way." Through his dedication to both his clients and community, Allen exemplifies what it means to lead with purpose, professionalism, and heart.

Allen is also deeply committed to giving back to his community, having served on multiple boards, including the Honolulu Japanese Chamber of Commerce, The ARC in Hawaii, and the Hawaii Food and Wine Festival Epicurean Leaders Committee. He is a member of Hawaii Kai Church, where he actively volunteers.

In his free time, he enjoys traveling, surfing, golfing, and spending time with his wife Heather, their pets (dogs Olive and Brooks, and cat Remi), and their extended family.

Principles

Allen’s work is guided by a set of core principles that shape every interaction and decision:

• Humility and Service
  Inspired by Philippians 2:3, Allen places the interests of others above his own, focusing on serving clients with respect and integrity.
• Outcome-Oriented Solutions
  Every recommendation is tailored to achieve meaningful results, prioritizing effectiveness over appearances.
• Honesty and Transparency
  Allen values the "ugly truth over the beautiful lie," ensuring clients always have a clear understanding of their financial situation.
• Practical Wisdom
  Decisions are rooted in measured, thoughtful analysis: "Measure twice, cut once."
• Client-Centric Approach
  Recommendations are those Allen would confidently offer his own family, emphasizing objectivity and trust.
• Team Collaboration
  Working in unison with CPAs, attorneys, and other professionals ensures comprehensive and coordinated client outcomes.
• Lifelong Excellence
  Believing "there’s no off-season for true pros," Allen continually refines his expertise to serve clients at the highest level.
• Customized Strategies
  Solutions are uniquely designed for each client’s circumstances, never relying on one-size-fits-all approaches.