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Megan Abbott, Financial Advisor

FINANCIAL ADVISOR
Megan A Abbott

CFP®, AAMS™
4211 Waialae Avenue Suite 32, Kahala Mall, Honolulu, HI 96816opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Charitable Giving

About Megan

As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. It is my goal to partner with clients throughout their lives to help achieve their financial goals. I work closely with my clients' CPAs and attorneys to create comprehensive financial strategies that will evolve over the course of their lives.

I started my career in New York City as an analyst at BlackRock in their Portfolio Analytics Group more than a decade ago. While I enjoyed living and working in New York, I knew...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Hawaii at ManoaMaster of Business Admin
  • Cornell UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Running
  • Aviation

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(808) 737-7794

Fax

(888) 233-5885

Office Address

4211 Waialae Avenue Suite 32
Kahala Mall
Honolulu, HI 96816opens in a new window

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