Get to Know Your Kauai Ohana
Jason Kiyosaki
Wealth Advisor
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.
Delcie Matsunaga
Administrative Assistant
What would you be doing if you weren't working for INPAC?
I would be retired. Actually, I was retired... and one day, I received a call from Troy, asking me if I wanted to work for INPAC's Kauai office. He said that all I would have to do was to answer the phones and transfer the calls to the appropriate person. The job ended up being much more than that. Today, I serve all the Kauai clients by assisting them in any way I can so that they can achieve their financial dreams.
What are you most grateful for in your life?
I am grateful for many things in my life... family, friends, and health. But I am most grateful to be able to work and to have the opportunity to serve and give back to the people of Kauai. It's a place where I was born and raised.
What do you love most about being a part of INPAC?
We have a great team. We work closely together. We support one another. Together, we work hard for our clients to make a difference in their lives.