Advisor at Pacific Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pacific Wealth Partners, LLC
Location
Honolulu, HI
Credentials
CFP®, Series 66
Industry experience
17 years
Tafiti Uso is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Pacific Wealth Partners, LLC. Prior to founding his independent firm in 2021, he held positions at Raymond James Financial Services and First Hawaiian Bank. He is also a member of DPL Financial Partners, LLC, where he consults on insurance and annuity solutions. Pacific Wealth Partners provides comprehensive portfolio management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm employs a range of asset-allocation strategies and conducts ongoing monitoring and due diligence on third-party money managers, focusing on relatively large client relationships.
Based on Pacific Wealth Partners, LLC
$0 - $400,000: 1.25% $400,000 - $1,000,000: 0.7% $1,000,000 - $3,000,000: 0.5% $3,000,000+: 0.4%
Honolulu, HI
Hawaii
Pacific Wealth Partners, LLC
2021 - Present (5 years)
Raymond James Financial Services Advisors Inc.
2017 - 2021 (4 years)
Raymond James Financial Services, INC
2017 - 2021 (4 years)
First Hawaiian Bank
2008 - 2021 (13 years)
BancWest Investment Services
2008 - 2017 (9 years)
First Hawaiian Bank
2007 - 2021 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Honolulu, HI
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