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Get to Know Your Kauai Ohana

Troy Wada Photo
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Troy Wada

Principal Wealth Advisor

What would you be doing if you weren’t working at INPAC?

I fell in love with Japan when I visited in 2014. If I weren’t working for INPAC, I’d love to spend most of my time there. However, if I wasn’t working at INPAC, I’m sure my life would be mundane.

I love helping our clients pursue their goals. The only reason why I wouldn’t be at INPAC would be if I chose to retire. I’m a workaholic, though, so I know I’ll always work in some capacity.

What’s the best advice you’ve ever received?

The best advice I ever received was from a life coach who is now one of my great friends: “Life is like a wheel of balance — each spoke represents physical, spiritual, financial, family and community balance.”

Life can be busy. It’s so easy to get caught up on just one aspect of life and let the others suffer or fall short. Trying to create a balanced wheel in all areas of life can help make life more fulfilling. However, creating that balance is easier said than done.

Realizing that everyone is human helped the entire INPAC ohana become better planners because it’s not always about the numbers — it’s about our clients’ wheels and how we can make the most out of each spoke.

Why do you do what you do?

I got familiar with the concept of “being in business” while growing up in the family fish business on Kauai. Only now have I really come to understand the true meaning of being in a business that is worth being in. There is something so fulfilling about designing wealth plans that can help  our clients enjoy every stage of life.

Kyle Shimoda Photo
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Kyle Shimoda

Wealth Advisor

What do you love most about being a part of INPAC?

What I love most about INPAC is the small, close-knit family culture within the office. Everyone works well together, and we all know that each and every one of us has an impact on our clients’ lives.

What are you passionate about?

I am passionate about having new experiences and constantly learning more about myself. Every year, I travel with my family to different places around the world to experience new cultures and cuisine.

Why do you do what you do?

I love helping people. As Zig Ziglar once said, “You can get everything in life you want if you will just help enough other people get what they want.” It’s amazing to me that I get to help people pursue their financial goals, and along the way, I get to raise a family and build a spectacular life and network in Hawaii.


Jason Kiyosaki Photo
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Jason Kiyosaki

Wealth Advisor

           jason@dreamplanlive.com

(808) 798 - 4000

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Why do I do what I do?

Having 10+ years’ experience in the banking industry, I have been fortunate enough to meet and help many people from all stages of life with their financial goals. Through this experience I realized one important thing was missing which was a “plan” for our clients.  At the bank I was able to help people by offering products and services that could benefit them however, I realized we could be of much greater service to our clients by building off of a solid foundation of their dreams, goals, and desires which is a “Financial Plan”.

I wanted to shift my practice to helping our clients more holistically, and at INPAC that’s exactly what we do! We help design these plans for every single one of our clients, and the best part at no cost to them!

What do you love most about being a part of INPAC?

I love the team. We are all very supportive of each other and work hard to help our clients pursue their goals. We are like a family.

What are you most passionate about?

I'm passionate about helping others. Whether it's helping people pursue their financial goals, or simply making someone smile and making their day brighter.



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