Honu Wealth

Honu Wealth Management, located in Cupertino, CA, specializes in providing comprehensive financial planning services tailored to three primary client groups: wealth accumulators, those transitioning to retirement, and individuals focused on building a legacy. The firm emphasizes a holistic approach, combining financial planning and investment advisory services into a single fixed annual fee, ensuring clients are well-prepared for significant financial events throughout their lives.

Led by a team of experienced professionals, including certified financial planners and a CPA, Honu Wealth Management aims to empower individuals to make informed decisions about their finances. With a commitment to securing their clients' financial futures, the firm offers personalized guidance on retirement strategies, estate planning, and wealth management.

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