facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Get to Know Your California Ohana

Troy Wada Photo
Read Bio

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.

Harry Kim

Wealth Advisor

What do you love most about being at INPAC?

Working with a team where doing what is best for the client always comes first. We have experts with different specialties so we can discuss multiple solutions to any financial situation

Why do you do what you do?

I want to help clients reclaim their time.  Many of our clients worked for companies for many years or ran their own businesses, hoping one day that they could retire and do what they enjoy. I want to help them see their goal by creating a roadmap (financial plan) and get them there safely so that they can enjoy more time with their families, friends, hobbies, and traveling.

What do you feel most grateful for in life?

I am most grateful for all the businesses and households that entrust me to look after their financial wellbeing. I feel like I am a part of many different families because our clients refer so many of their friends and family. I have been in this business for over 20 years, so I have been fortunate enough to see small businesses grow into sizeable ones, and helped families leave legacies for the next generation. I enjoy meeting new people and I would love to be a part of their journey to financial freedom.

Check the background of this firm/advisor on FINRA’s BrokerCheck.