Hamada Financial Group, LLC is a Honolulu-based financial services and insurance company specializing in helping individuals, families, and businesses make wise financial decisions for every phase of life. No matter how young or old you are, or how much financial planning you have or haven’t done, our team will meet you where you are, learn about your objectives and goals, and then help you understand every option available to you to achieve them. In addition to being licensed in Hawaii, the team is currently licensed in AK, AZ, CA (Shaun Hamada 0I99801, Shawn Chang 4071130, Charity Ballesteros 4110389), CO, CT, FL, GA, HI, ID, MD, MN, NV, NJ, TX, UT, and WA. However, We’re Happy to obtain a license for any state if you reach out to us. Please don’t hesitate to reach out to us or we can reach out to you!
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Shaun Hamada works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Shaun Hamada and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 1/26/2021.)
Eagle Strategies LLC
Through Eagle Strategies, Shaun Hamada provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.
The third-party professionals listed on this page are provided as a courtesy only and in no way represent a recommendation or an endorsement of these professionals or their services. These parties are not affiliated with Hamada Financial Group, LLC or NYLIFE Securities LLC or its affiliates. Choosing a professional advisor is strictly the client's choice and responsibility.
Our Process
One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.
Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.
Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.
Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.
We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.
Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.
Financial Advisor & District Agent Shaun Hamada left a successful, 13-year career in retail management and joined the Honolulu General Office of New York Life in 2009 as an Auxilliary Recruiting and Development. Intent on fast-tracking his success, Shaun quickly began building his life insurance practice among young families, business owners, and government employees by sponsoring keiki (the Hawaiian word for child) ID events with the local police department.
He qualified for 2010 Executive Council* at New York Life in 6 months, earned the Career Life Success, Career Life Producer, and Life Foundation awards in 2010, and was named Honolulu General Office's 2010 Rookie of the Year. Shaun has qualified for Council every year since joining New York Life as an agent and Financial Professional, including President’s Council from 2014 to 2020 and Chairman’s Council from 2021 to 2022. He is a 2021 & 2022 MDRT**, Court of the Table member. He is a proud member of The Nautilus Group® and a shareholder of NYLARC Holdings Company, Inc. which is a service of New York Life.
Since joining the District Agent program three years ago, Shaun has grown the Hamada Financial Group Ohana (the Hawaiian word for family) to five unit agents and six staffers. Three of his unit agents (Carol Jones – Quality Council, Shawn Chang – Quality Council, Charity-June Ballesteros – Executive Council) are 2022 Council qualifiers and, following in Shaun’s footsteps, a fourth is the GO’s 2022 Rookie of the Year.
Shaun is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company.
Awards and Recognitions
2022, Shaun Hamada was named as one of Forbes’ Best-in-State Financial Security Professionals.
*Council is an annual company recognition program based on agent sales production from July 1 to June 30. **The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Carol Jones
Carol Jones is an Insurance Professional at Hamada Financial Group, LLC, where she helps clients with laying a foundation to build, protect, grow, and never outlive their finances at any age and at any stage in life for individuals, their family, or business.
She has a reputable and experienced team of agents and staff that work with her in helping clients meet, grow, and exceed their financial goals, dreams, and expectations. You can expect great service, accountability, and integrity when working with Carol.
Carol has a Bachelor of Arts degree in Communication from the University of Hawaii at Manoa and has worked in the financial industry for over 16 years. In her free-time, she enjoys spending time with her two sons; Logan and Peyton.
Dara Tompkison
Dara joined the team at Hamada Financial Group, LLC with a passion for helping her clients plan for and secure their financial future. She listens to her clients to understand where they are now, where they want to be in the future, and develops a plan to get them there.
Dara brings over 10 years of experience in customer service and has helped open flagship stores for Global fashion retail chain, H&M in both Honolulu and New York. Dara is a graduate of Punahou School where she excelled in women’s basketball and academics. This led her to receive a full-ride scholarship to Brigham Young University of Hawaii where she continued to excel and receive her Bachelor of Science in Psychology. In Dara’s free time, she enjoys spending it with her family, reading books, and practicing yoga.
Trinity Do
Trinity has been Shaun’s assistant since 2013. In 2015, she helped Shaun start Hamada Financial Group, LLC where she got appointed to be the firm's administrative manager.
Trinity oversees the day-to-day operations. She is responsible for the overall coordination that allow the HFG to operate efficiently. She supervises, grooms, and develops the entire HFG team. She helps the team sticks to their deadlines and help themselves to advance their goals.
When she is not working for HFG, she is treating her patients as a Registered Nurse. Outside of working, Trinity enjoy spending time outdoors with her family and dog, Patches.
Shawn Chang
Shawn Chang entered the finance industry in 2018 with Hamada Financial Group, LLC. In his first two years with Hamada Financial Group, he has earned the Career Life Success and Career Life Producer Award. Shawn has qualified for Executive Council every year since joining Hamada Financial Group.
Prior to working with Hamada Financial Group, Shawn had worked in the beverage industry for 18 years. These experiences helped him in understanding how to help his clients identify their needs and concerns to successfully grow individually and professionally.
When not at work Shawn enjoys spending time with his two daughters and two dogs. You may also catch him at Kahuku HMA where he hits the trails riding his dirt bike. Shawn is a long-time car enthusiast and enjoys working on his many projects.
[Council is A New York Life recognition program based on annual production]
Shelby Kaneshiro
In any setting, Shelby loves to make connections with those around her, and is exemplified while working with our clients at Hamada Financial Group.
Shelby provides administrative and client support for Hamada Financial Group. She has been with HFG since 2016. Shelby started off exclusively working at Keiki ID events, then gradually started to take on an administrative role. As HFG grows, Shelby has also grown into the role of client relations manager.
Born and raised in Hawaii, Shelby would like to further her career in the hospitality and tourism industry. Shelby developed a passion for the industry while pursuing her passion as a wedding planner and coordinator. She graduated with her Associate’s degree from Kapi’olani Community College and plans to graduate in the Fall at the University of Hawaii West O’ahu. One of Shelby’s core values is ho'okipa or hospitality.
Shainna Estepa
Shainna has recently joined the HFG team in 2020. She carries out administrative and client related tasks to ensure efficient operations of the office. Prior to joining HFG, she began her career in the financial industry working at Bank of Hawaii for three years.
She has earned an Associate of Art in Liberal Arts from Honolulu Community College and an Academic Subject Certificate in Business Management from Windward Community College. She is expected to graduate from the University of Hawaii at Manoa with a Bachelor of Business Administration in Accounting in May 2021 and a Master of Accounting degree in May 2022.
Shainna grew up in Kahaluu, Hawaii and has a passion for providing guidance and helping others reach financial freedom. During her free time, she likes to go to the beach and spend time with family.
Charity Ballesteros
Charity Ballesteros entered the finance industry as a professional in 2020 with Hamada Financial Group, LLC. Though she is new to Hamada Financial Group, she is not new to the industry. Her father has been in the finance industry for 30 years and has familiarized and instilled his business practices with Charity while she was growing up.
Prior to working with Hamada Financial Group, Charity had worked in the healthcare industry as a Registered Nurse for 4 years. With her life and nursing experiences, it has helped her understand the importance of working with young families, individuals, and small business owners to secure their finances for themselves and their loved ones.
When Charity is not working, she enjoys spending time with her daughter, family, and friends at church, and the beach. You can also find her hiking different trails around the island and camping.
Jennifer Shibuya
Introducing Jennifer Shibuya, a dynamic and enthusiastic addition to Hamada Financial Group, LLC. With a fresh perspective and a genuine passion for helping individuals, families, and business owners, she is dedicated to making a positive impact on her clients' lives through comprehensive financial solutions.
Jennifer brings a unique perspective that blends innovation with traditional values. She is committed to providing clients with a personalized experience that caters to their evolving needs and aspirations.
Jennifer's approach is characterized by:
Client-Centered Care: Recognizing that every individual's circumstances are distinct and takes the time to actively listen and understand each client's goals, fears, and dreams.
Continuous Learning: Dedicated to staying up to date with the latest industry trends, ensuring that clients receive informed and relevant advice in a rapidly changing landscape.
Empowerment Through Education: Believes in educating clients about the importance of financial planning and making concepts accessible, helping them make confident decisions.
Family is at the heart of everything Jennifer does, and they inspire her to be diligent and understand the importance of safeguarding what matters most. During her free time, she enjoys traveling and being a foodie with her husband and three children.
Dawn Holstein
Dawn joined Hamada Financial Group in 2022 as an Administrative Assistant. She comes with over 30 years of experience in customer service, 25 of them being in the financial industry.
Dawn was born and raised in Honolulu and graduated from Kalani High School. She is a wife and mother to two daughters. As a lover of animals, her family also consists of her dog (Jack-Jack), her cat (Chiharu), and her bird (Peaches). During her free time, Dawn enjoys working out at her Bootcamp and practicing Brazilian Jiu-Jitsu.
Shyla Sato
Shyla was born and raised in Honolulu, Hawaii and graduated from Mid-Pacific in 2019. She studied at Willamette University and got her bachelor’s degree in psychology in 2023. For the past four years, she has competed on her school’s volleyball team and has been an active participant in their Annual Hawaiʻi Club Lūʻau. In addition to playing volleyball, she loves going to the beach and dancing hula, where she has been a part of Hālau Ka Waikahe Lani Mālie since she was four years old. Shyla joined Hamada Financial Group in the summer of 2023, and despite being new to the financial industry she is excited to see where this journey takes her.
Morgan Nii, Agent
Morgan joined the HFG team in 2021. Before joining, Morgan was a photographer with 16 years of experience in commercial and wedding work. Working with new people to achieve their goals by looking at the finer details, was a large part of what attracted him to both photography and finance. Being new to the industry, he brings a fresh outlook on what can, and is possible in the world of finance. Morgan was born in Utah, and raised in Honolulu. He has also been immersed in the Japanese culture from growing up within a Japanese-speaking family. In his free time, he enjoys traveling, riding bikes, and cooking. His ideal vacation would incorporate all three.
The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.
Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.
This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.
The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.
The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
Property & Casualty Insurance
Quynh Mar Chong
Business Insurance Services Inc.
615 Piikoi Street Suite 1901
Honolulu, HI 96814
(808) 592-4223
qmarchong@bisihi.com
Davin Char
Equity Insurance
218 Opihikao Way
Honolulu, HI 96825
