I've been seeing my financial advisor, Rhodora Pagay, for about a couple years now and all I can say about her is that she is FANTASTIC!
It all started with my father suggesting that I'd better get started with saving up for retirement early. He came across Ms. Pagay from a google search and he called her to see if she was taking in any new members, which she was at the time.
We drove to her office the following week which is conveniently located on South Beretania and Keeaumoku. Like I've mentioned in my tip, there are many visitor parking stalls, nearly half of them are in the shade.
We then went up to her office located on the third floor in Suite 304. It's a pretty small, yet spacious, office. The receptionist greeted us as we walked in and kindly asked us to fill out some paperwork while we wait for her to finish off her meeting with another client.
The atmosphere is really relaxing and calm. There is a small water fountain that sits across the receptionist's desk that sounds very soothing.
Once we were able to meet with Ms. Pagay, she sat us down in her office and asked me a bunch of questions to really get to know what type of lifestyle I have and what kind of goals I have for later in life. At the time I was working full time and going to school part time. She's a very good listener and also thoroughly explained different types of IRA and cash accounts I can put my money in, as well explained the aggression levels of each account. What I appreciate about Ms. Pagay is how she talks about investing for retirement; she makes investing sound exciting and really easy to understand.
Since our first meeting, my account has increased about $3000.
If you are considering on beginning to save for your retirement, please consider Rhodora Pagay. She is genuine, very knowledgable, and very easy to talk to. read more