Operations Coordinator-Financial Wellness Assistant
Javin has a head for numbers. His passion for problem solving—specifically in supporting advisors in helping people work toward their life and financial goals—led him to the financial planning industry, in which data trends and patterns can reveal a broad range of opportunities. In his position, Javin assists clients with day-to-day administrative responsibilities. He generates analysis reports of their portfolios, and helps advisors as they evaluate and recommend courses of action according to client goals. By analyzing options and best practices, he also helps advisors assist companies better educate their employees about 401(k)s, personal finance, and tax strategies.
Javin played baseball at both ‘Iolani School and the University of Puget Sound. His experience as pitcher prepared him for the world of finance, in which having a clear strategy is as essential as having the flexibility to adjust to changing conditions. As a team player, he’s committed to working closely with advisors in their efforts to help clients succeed.
When Javin isn’t crunching numbers, he’s usually working out at the gym, hanging at the beach, hiking with friends, or watching soccer and baseball. On occasion, he can also be found shore casting from his secret fishing spot—which shall remain unnamed.
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