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.
Kevin Wong
Kevin started his financial career with the Hamada Financial Group in 2024. He is excited to be able to help people individually, while also giving back to the local community.
Prior to working with the Hamada Financial Group, Kevin worked in the beverage industry for 15 years. Kevin also spent a few years living in Las Vegas. Kevin is very proud of his children and their accomplishments. They currently all reside in the mainland, which gives him a reason to travel. In his free time, Kevin enjoys being at the beach and fishing with friends.
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
Davin Char
Equity Insurance
218 Opihikao Way
Honolulu, HI 96825
Associate Account Executive/Personal Lines
201 Merchant Street, Suite 1100
Honolulu, HI 96813
(808) 533-8670
ttamori@atlasinsurance.com
Quynh Mar Chong
Business Insurance Services Inc.
615 Piikoi Street Suite 1901
Honolulu, HI 96814
(808) 592-4223
qmarchong@bisihi.com
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.
Attorney
Jason Burks
American Savings Bank Building
1001 Bishop Street Suite 1330
Honolulu, HI 96813
P: (808) 225-4685
jason@burkslawhawaii.com
Alen Kaneshiro
841 Bishop Street Suite 2201
Honolulu, HI 96813
(808) 521-7720
Email: alen@kaneshirolaw.com
Megan Kau
MK Law LLC
820 Mililani Street Suite 701
Honolulu, HI 96813
(808) 864-8896
Email: mk@megankaulaw.com
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.
Estate Planning Attorneys
James H. Q. Lee, Esq.
Central Pacific Plaza
220 South King Street, Suite 1600
Honolulu, Hawaii 96813
Ala Moana Pacific Center
1585 Kapiolani Blvd. Suite #1230
Honolulu, HI 96814
P: (808) 944-1554
younglawhawaii@yahoo.com
Stephen H. Reese
Davies Pacific Center
841 Bishop Street, Suite 2300
Honolulu, Hawaii 96813
P: 808-536-2800
steve.reese@shrlawhawaii.com
Bart Koza
Central Pacific Plaza 220 South King Street, Suite 1600 Honolulu, HI 96813
(808) 638-3987
kozalaw@hawaii.rr.com
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.
Mortgage Loan Officer
Clint Hamabata
VP-Mortgage Loan Manager
(808) 377-0003
clint.hamabata@cpb.bank
Sean Hashimoto
Senior Loan Officer
Primary Residential Mortgage, Inc.
3615 Harding Avenue Suite 101
Honolulu, HI 96816
Central Pacific Bank
225 Queen Street 5th floor
Honolulu, HI 96813
(808) 218-0056
Stacey.nishiki@cpb.bank
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.
Certified Public Accountant (CPS)
Alan Kobayashi, KDL, CPA
Downtown
745 Fort Street, Suite 1415
Honolulu, HI 96813
(808) 358-3259
Kaimuki
1123 11th Ave, Suite 401
Honolulu, HI 96816
(808) 739-0577
alan@kdlcpa.com
Greg Ushijima G Ushijima CPA, LLC
1110 University Ave, #508
Honolulu, HI 96826
808-949-5588
gushijima@aol.com
Scot K. Uehara Tsutsui & Uehara CPAs, LLC
500 Ala Moana Boulevard, #3-500
Honolulu, HI 96813
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.
Hamada Financial Group, LLC | Honolulu,
HI
Financial Services Professional
CA Insurance Lic. #0I99801
