Ohana Wealth Mangement
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288 Pearl St Ste 101, Monterey, CA 93940
831-216-5519
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Navy Federal Credit Union
Serving the Monterey area.
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- General Info
- "Ohana" is the Hawaiian word for Family. It includes your family, friends, neighbors, and community. And it is the foundation of our business. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our Ohana.
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