— THE STORY BEHIND THE SERIES —

Born in Hawaii. Trained in finance. Built to translate.

“I spent ten years watching local families get talked at by people who didn't understand Hawaii.”

Trina Pak is a Certified Financial Planner born and raised on O'ahu. After a decade inside large national firms, she watched too many Hawaii families nod politely through advice that ignored the cost-of-living realities they actually lived.

She started Aloha Money Series to do it differently — financial education in plain language, rooted in the actual economics of life in Hawaii, with no sales pitch and no jargon.

Today she serves families across the islands through a free weekly newsletter, self-paced courses, and 1:1 consultations licensed through Vantage Financial Alliance.

— THE METHODOLOGY —

How I work with families.

01

Plain language first.

No jargon. If a 12-year-old couldn't follow it, I rewrite it.

02

Hawaii-grounded math.

Every number reflects local cost-of-living, not national averages.

03

No product pitch.

Advice first. Products only if they actually fit. Often, none do.

— CREDENTIALS —

Licensed where it matters.

Twelve years inside the industry. All advice issued through Vantage Financial Alliance.

CFP®
Certified Financial Planner
Series 7
General securities representative
Series 66
Uniform combined state law
Vantage
Financial Alliance affiliate

Want to talk through your situation?

First consultation is free. No pitch.

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