Our Team

Curtis J. Nagai, CFP® Practitioner, has been helping individuals and businesses in the Seattle area with their financial planning, investment management, insurance planning, and retirement plan design since 1984. Our objective is to learn as much as possible about your individual situation and then be able to meet in person to present strategies aimed at achieving your goals. We are interested in developing long term relationships that are mutually beneficial and built on the highest levels of trust, integrity, and service to our clients. We would like to thank you for visiting our site, and hope that you find the information to be useful. We welcome your questions or comments.