Harvard M. Sumida, CFP® — Kaneohe, Hawaii Financial Advisor
Hawaii-born Certified Financial Planner with 15+ years of experience specializing in retirement income planning and tax preparation for families across the islands.
A Hawaii-Born Advisor Who Puts You First
Harvard Sumida is a Certified Financial Planner based in Honolulu, Hawaii, with over 15 years of experience helping individuals, families, and businesses navigate their financial lives. Born and raised in Hawaii, Harvard brings a deep understanding of the unique financial landscape that island living presents.
After earning his Bachelor of Science in Finance from the University of Hawaii at Manoa, Harvard began his career in wealth management and quickly established a reputation for his client-first approach and unwavering integrity. He holds the prestigious Certified Financial Planner (CFP) designation and is a Registered Representative with a focus on fiduciary responsibility.
Harvard believes that financial planning should be accessible, understandable, and deeply personal. Every strategy he recommends is built around what matters most to you — whether that's retiring comfortably, funding your children's education, growing your business, or protecting your legacy.
Credentials & Affiliations
CFP Certified
Certified Financial Planner
Fiduciary
Always acting in your best interest
FINRA Registered
SEC Compliant Advisory
Honolulu Chamber
Active Community Member
More Than Numbers
I believe that financial planning is not just about numbers — it's about people, dreams, and the life you want to live. My approach is rooted in building lasting relationships, transparent communication, and delivering strategies that are truly in your best interest. In a place as beautiful as Hawaii, you deserve a financial advisor who understands both your goals and your home.
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