Bryan Azuma
Financial Advisor at Tax & Financial Group
Based in Honolulu County, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Honolulu County
Industry
Financial Services
Company size
751
Contact information
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b•••••••@tfgroup.com
Phone
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Background
About Bryan Azuma
Bryan’s role as a trusted advisor is to support clients in their efforts to establish and maintain financial independence through planning, insurance & investments. Bryan is responsible for assisting clients with Financial Strategies, Retirement Strategies, Business Strategies, Long Term Care Strategies, Estate Strategies, Educational Strategies, Investment Money Management, and Risk Management. Bryan’s role as a trusted advisor is to support clients in their efforts to establish and maintain financial independence through planning, insurance & investments. Bryan is responsible for assisting clients with Financial Strategies, Retirement Strategies, Business Planning Strategies, Estate Planning Strategies, Wealth Management and Risk Management. Bryan began his career in 1975 and has established a practice focused on assisting business owners, professionals and high net worth individuals. He has earned the Certified in Long-Term Care designation, has obtained Series 6, 7, 63, and 65 securities registrations and holds licenses for life & health insurance and property & casualty insurance. Bryan is a Registered Representative of Securian Financial Services and a member of the Society of Certified Insurance Counselors, National Association of Insurance and Financial Advisors, Corporation for Long Term Care and the United States Tennis Association. Bryan and his wife Sherri are active in tennis with their son Jordan.
Decision-makers
Other people at Tax & Financial Group
- KAStaff
Keith Allison
Account Service Agent · Customer/Client Service
- JHManager
Jake Hofbauer
Tax Manager · Finance & Accounting
- MAManager
Maddula Anand
Tax Consultant · Finance & Accounting
- SHStaff
Sebastian Hong
Investment Analyst · Finance & Accounting
- CMManager
Cherie Maxwell
New Business Case Manager · Sales & Business Development
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