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portrait of Will Stack
FINANCIAL ADVISOR

Will Stack

CFP®
970 N Kalaheo Ave C-301, Kailua, HI 96734opens in a new window
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About Will

Our mission is to help our clients prepare for and transition into retirement. We focus on Hawaii State employees preparing to retire.

We welcome the opportunity to partner with your attorney, your accountant and other trusted professionals to personalize strategies to achieve your goals.

We have a passion for helping our clients, and we enjoy partnering with them throughout their lives to help them keep on track. We help people answer questions such as:

1. When can I retire?
2. Am I invested correctly?
3. When should I take Social Security?
4. Which Medicare option should I use?
5. Am I prepared for the unexpected?
6. How...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Sustainable investing

Work History

  • Edward JonesJuly 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Wilmington UniversityMaster of Education
  • Univ of DelawareBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Music
  • Reading

Team Members

  • Robyn Taira
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 03:00PM
Tue 07:00AM - 03:00PM
Wed 07:00AM - 07:00PM
Thu 07:00AM - 03:00PM
Fri 07:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(808) 247-6434

Fax

(800) 605-7438

Office Address

970 N Kalaheo Ave C-301
Kailua, HI 96734opens in a new window

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