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.
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.
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
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
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.
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.