Cancel

    Open app

    Search

    Jeff White , CFP

    3.0 (2 reviews)
    Closed Closed

    Request information

    You can now request a consultation from this business directly from Yelp

    Services - Jeff White , CFP

    Investment management

    Jeff White , CFP Photos

    You might also consider

    Recommended Reviews - Jeff White , CFP

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    7 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Jeff White , CFP

    You might also consider

    Verify this business for free

    People searched for Financial Advising 1,096 times last month within 15 miles of this business.

    Verify this business

    Agape Wealth Management, LLC

    Agape Wealth Management, LLC

    (20 reviews)

    Downtown

    Agape Wealth Management, LLC Pros: Quick response, easy to…read morereach, available and punctual Cons: Not really anything negative to report, just didn't get to meet in person, but then again, didn't need to either. Gene and Brandon were both quick to respond and always available to answer questions. We set up a time to go over a list of items and they were prepared. Both communicated with me on what the plan was, emailed me as promised, gave me options for dates/times and was more than flexible when I needed to make last minute changes based on my schedule. I needed them to work on my forms ASAP and they did not disappoint. They got it done faster than I expected and explained it all to me in easy to understand terms. Overall, my experience AWM was impressive. They far exceeded my expectations in response time, finishing up loose ends, keeping me on task without being pushy and charged a fair price for the work done. They were so helpful and knowledgeable in answering any questions I had. If anyone is in need of getting your taxes done quickly, accurately, efficiently, and at the right price, give these guys a call. You won't be disappointed. I learned my lesson to let these experts do their thing. It is well worth the price (and it's not expensive) and peace of mind to let these professionals help you. I know they will be getting my business next tax season. I already feel at ease knowing they will be there to help me, whereas in the past, it would be so stressful for me. I can't thank them enough for helping me out of a jam.

    I hired Gene and his team this year to file taxes and was hoping to create a long-term financial…read morerelationship with them. They are nice people and were really helpful with filing this year as well as previous years outstanding taxes. Unfortunately 6 months later it's still not complete and I am trying to finalize payment plans on my own. I tried to contact Gene multiple times with either no response or no follow through, so I ultimately ended my business with them. He did apologize and offered to finish the job after I ended our business, but it's been dragging on and weighing on me for over 6 months and a new tax season is coming up again in only 2 months and it's just not worth the headache anymore. I would not recommend hiring Agape Wealth Management unless you have easy simple taxes that don't need any communication or follow up from them.

    Infinite Financial - Duncan Hsia

    Infinite Financial

    (52 reviews)

    Kaka'ako

    Having trouble finding a lender? Fret no more. Infinite Financial is there to help you…read more Two lending companies immediately approved my husband and me until we encountered a roadblock. And that roadblock was an insurance issue. Many lenders are not approving loans for condos in Hawaii if the building is underinsured. Some lenders are refusing loans unless the building has 100% replacement cost coverage.  I found Infinite Financial online. It caught my attention after reading several reviews about the company. Maintaining a perfect score of 5 since 2019 intrigued and motivated me to dig deeper into Infinite Financial. The owner of the company is Duncan Hsia. After I read his impressive resume, a graduate of University of Pennsylvania and attended Wharton College (Wow!), I knew he would be able to help us. And he did! When loan officers told me that no lending company would approve our loan due to the insurance requirement, Duncan came to the rescue. With his expertise and knowledge, we were able to purchase our dream condo. If you're looking for a knowledgeable, trustworthy, and supportive mortgage broker, look no more, Duncan is the one! Kudos to Duncan and his team.

    Duncan and his team were amazing throughout my non-standard loan process as the sellers needed an…read moreextended closing in excess of 4 months from the time we started escrow. Duncan was extremely responsive to all my phone calls, emails, and text messages, assisted me to come up with a good strategy to lock in my loan, and helped me navigate loan impacts due to numerous changes in the purchase contract throughout the escrow period. This is the second time I have used Duncan and he will be my first call if I need to refinance this home or purchase another one. Mahalo, Nic

    Jeff White , CFP - financialadvising - Updated May 2026

    Loading...
    Loading...
    Loading...