Advisors at this firm
Garth W
CFP®, Series 63
Sunnyvale, CA
Honu Wealth Management
Garth Williams is a CFP® with 19 years of industry experience and has been with Honu Wealth Management since 2006. He holds a Series 63 license and is based in Sunnyvale, CA. Honu Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, discretionary investment management, and pension consulting. The firm employs a low-cost, asset-allocation approach grounded in academic research and typically manages accounts on a discretionary basis, utilizing mutual funds, ETFs, and in some cases, options, short sales, and margin.
Stephen S
Series 65, Series 66
Sunnyvale, CA
Honu Wealth Management
Stephen Sustrick is a financial advisor at Honu Wealth Management with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Honu Wealth Management since 2007. In addition to his advisory role, he serves as a director at PWWM Group, where he is involved in consulting related to accounting, financial planning, and business process improvement. Honu Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, discretionary investment management, and pension consulting. The firm employs a low-cost, asset-allocation approach grounded in academic research, tailoring portfolios to client goals and often managing accounts on a discretionary basis.
Tom C
CFP®, Series 63
Sunnyvale, CA
Honu Wealth Management
Tom Chun is a CFP® professional with 19 years of experience at Honu Wealth Management in San Jose, CA. He has provided tax preparation services since 2004 and has been a life and health insurance agent since 2002. Chun is part of a four-advisor team at Honu Wealth Management. Honu Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, discretionary investment management, and pension consulting. The firm employs a low-cost, asset-allocation approach grounded in academic research and offers various strategies including mutual funds, ETFs, option writing, short sales, and margin use.
