Gage Waiwaiole
Wealth Manager
Gage serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Having spent his entire career in the financial services industry, Gage has developed in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a financial advisor.
Gage earned a Bachelor of Arts degree in finance from the University of Hawaiʻi at Hilo, where he graduated with honors, and a Master of Science in finance from the University of Hawaiʻi at Mānoa Shidler College of Business.
In his spare time, Gage enjoys fishing, playing video games and spending time with his fiancée, Kirsten, and their dog, Kimchi.
Articles by Gage Waiwaiole
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