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Plan Right; Live Freely

Plan Right; Live Freely

Aloha! At Wicklund Financial Services, we’re dedicated to helping Hawaii’s families build financial freedom through strategic investments, with a strong focus on the rapidly growing technology sector.

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Let’s Work Together to Pursue Your Goals

Let’s Work Together to Pursue Your Goals

We uphold a commitment to transparency in everything we do, including our fee structure, as we work to ensure that our advice is always in your best interest. Whether you’re looking to diversify your portfolio with cutting-edge investments or build your ‘ohana’s long-term financial security, our personalized strategies combine local values with global market experience. Invest with confidence, knowing that we’re here to guide you with integrity and the spirit of aloha.

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Reyn Wicklund, Owner

Financial Advisor

Our Three Step Process

STEP

1

Understand

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Plan

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Implement

Life changes? Market volatility? We’ll help keep your financial blueprint on track every step of the way.

Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Schedule A Consultation

Explore the potential benefits of working with a Wicklund financial professional. We'll work together to see how we can best serve you

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What We Do

When was the last time you sat down with a financial professional to discuss your investment strategies? We invite you to consult with Wicklund Financial today.

Our team is comprised of knowledgeable individuals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule A Complimentary Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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