Summary of Services:
SCG offers comprehensive financial planning in the State of Hawaii. Our group of Advisors take a personalized team approach to help you reach your financial goals. Our team offers a high level of service and experience in retirement planning, tax and investment management, insurance and estate conservation strategies.
Jason Segawa is a Certified Financial Planner™ in Honolulu, Hawaii, focusing on retirement planning for individuals and business owners.
Mr. Segawa’s financial management experience began at the loan department of Central Pacific Bank, Financial Controller of a local Engineering firm, and as the Brokerage Manager at Occidental Underwriters of Hawaii, Ltd. Today his financial consulting firm is located in downtown Honolulu along with a few colleagues in the financial services industry. Mr. Segawa grew up in Hilo, Hawaii and now lives in Honolulu with his wife Julie and two children, Nicholas and Emi.
Mr. Segawa is a 2014 Million Dollar Round Table’s Top of the Table member and a 2015 State President for the National Association of Insurance and Financial Advisors Hawaii (NAIFA Hawaii). (Founded in 1890, NAIFA is the Nation’s oldest and largest associations in our industry with over 40,000 members. Million Dollar Round Table’s Top of the Table is an exclusive forum for the world’s most successful life insurance and financial services professional. These financial professionals are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.
Mr. Segawa obtained his Bachelors of Finance at the University of Hawaii, at Manoa, and is licensed to offer Life & Health Insurance and holds a Series 7 investment license that focuses on investment risk, taxation, equity and debt instruments, packages securities, options, and retirement plans.
Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA & SIPC. Segawa Consulting Group, LLC. and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130