As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Investing is a serious business. After spending a lifetime accumulating assets for retirement, investors don't want to start over. Still, they may need to make significant adjustments as they approach or enter retirement. John builds long-term relationships with clients based on a prudent approach to investing and a commitment to customer satisfaction.
With over 30 years of experience as a qualified Financial Consultant, John McParlane is dedicated to serving your financial needs and helping you meet your immediate and long-term goals.
As part of the work I do with clients to identify their risk appetite, I use the Riskalyze platform. Riskalyze is a great tool for helping investors to understand how much risk they might have in their portfolio compared to their desired risk. This platform allows Financial Advisors to better engage in conversations with clients about their current investment risks.
Learn more about Riskalyze.
John’s focus is helping business owners and retirees accumulate and preserve wealth for retirement. In addition, John works closely with those individuals in achieving their income needs through personal fixed income portfolios.
The Investment Advisory Process
John emphasizes an investment advisory process to help him determine the appropriate risk level for each of his clients prior to making any investment recommendations. An investment policy statement is the first step in helping to determine the risk level and suitability for his clients. This statement is based off a series of questions regarding risk and return. Next, John would need to evaluate his client’s investment objectives for their retirement plan. The investment policy statement would help him determine what those objectives are. Time horizon is another critical piece in developing a successful retirement plan. To determine an appropriate time horizon, the client’s age, liquidity needs and years to and during retirement need to be carefully considered.
The second step in the investment advisory process would be to develop an asset allocation model. There are several asset classes that are available through different investment platforms to meet the needs of each client through Wedbush Securities.
The third step in the investment advisory process involves implementing high quality investments through Wedbush Securities to meet the asset allocation process.
The last step in John’s process would be to effectively communicate with his clients on an ongoing basis through one on one private meeting.
Background
In 1991, John began his career as a Financial Advisor with Shearson Lehman Brothers in Orange, Ca. Prior to joining Shearson in 1991, John graduated from California State University, Fullerton in June of 1991 with a bachelor of arts degree in economics.
In his free time, john enjoys surfing and Karate training. He is also an active member of the Santa Ana Kiwanis club in Santa Ana, Ca and the Surfrider Foundation. John and his wife Monica have a 11 year old daughter, Sophia.
I help clients grow wealth, protect and preserve that wealth and ensure it is distributed in the most tax efficient manner during life and beyond.
As a Financial Advisor, my goal is to understand your financial circumstances and create a customized planning strategy for you to achieve the specific objectives and goals in your life. We will work closely with you and keep you informed and in control of your financial situation. We'll review the obstacles and uncertainties in reaching your goals, properly allocate your assets, manage risk and monitor progress toward your goals.
Background:
- Over 12 years of investment experience in the securities industry.
- Believes in putting the interest of my clients first and providing exceptional customer service.
- Fully licensed in securities, annuities, life insurance and long term care.
- Provides expertise in alternative investments, cash management, lending solutions, separately managed accounts, socially responsible investing and retirement income planning.
- Investment experience includes wealth management strategies, asset management, portfolio design/implementation and business planning and insurance."
- Finance Committee Member for First Congregational Church.
- Ambassador with Chamber of Commerce and EDC.
- Married 35 years and active fly fisherman and golfer.
I have spent over 26 years assisting clients achieve their financial goals. I have been recognized for my work in this area with numerous awards and recognitions during my career, validating my passion for helping clients with the day to day volatility of the financial markets. I understand the need for a personalized and dedicated approach to help clients secure their financial future. I offer a wealth of knowledge and resources to draw from in assisting my clients.
I began my career working at First Interstate Bank, in Los Angeles, California on the Municipal Trading desk in 1986 before transitioning over to assisting individual investors with their portfolios. I have grown my business throughout the years, all the while constantly studying the markets, with a central focus on my clients’ best interests.
I grew up in Glendale, California and now make my home in the Inland Empire. I am married and have 3 grown children and 2 grandchildren. I am a woman of great faith and my warm and welcoming personality shines through in all aspects of my professional and personal life. Everyone has a story to tell and I make sure that you know I am excited to hear it. Because I truly am. My everyday motto is to “Shine Humbly with a Grateful Heart”.
I am available by phone at 1-800-747-7152 or email at Emy.Parks@Wedbush.com. I look forward to speaking with you.
Eric Kuwaye is a Vice President, Investments in Wedbush Securities’ Honolulu office. His passion for the stock market and finance began while he was in college and currently has 32 years of industry experience. He began his career at Nomura Securities and later moved to Dean Witter Reynolds. In 1994, he joined Wedbush Securities and has never looked back.
Eric commits himself to helping his clients retire comfortably and guide them to invest appropriately in college planning. As a boutique firm, Wedbush has allowed him to expand his reach and enable him to tailor his approach so that he can work closely with clients. A firm believer in paying it forward, along with advising his clients,
Eric has taught an Investment and Personal Finance class at the University of Hawaii for 19 years. Eric has been a resident of Honolulu, HI for almost the entirety of his life except for his four years at San Francisco State University, where he pursued a Bachelors of Science in Business Administration.
LET ME HELP YOU MAXIMIZE YOUR INVESTMENT!!! .... I can do the leg work for you. Each month, I analyze hundreds of stocks, bonds, mutual funds, ETFs, etc. and strategies to recommend only the very best for your fund portfolio. But that's just for starters.
Eugene Drzymala is the Manager of the Honolulu office of Wedbush Securities. Eugene has over 35 years of experience in the industry, and prior to Wedbush, he was the Vice President of Investments for Morgan Stanley, when it was formerly Dean Witter, for over 18 years.
Eugene is focused on delivering superior service and developing strong relationships with his clients and the financial advisors he manages. He provides motivation, support through technical issues, and strategies for obtaining new clients to each of his advisors. He has a strong belief in team work, and puts in the extra effort to be transparent and truthful which has created a positive culture in his office.
Born in Stuttgart, Germany, Eugene formerly lived in Taiwan before settling with his family in Hawaii where he still resides. He obtained his Bachelor of Arts degree in Economics with a minor in Industrial Engineering from the University of Southern California. He is proud to have raised his children to be respectful and kind adults, and considers his family to be his greatest accomplishment. He is a former competitive swimmer, swam at the Olympic Trials in Chicago, and was a surfer for over 50 years. In his spare time, he enjoys spending time at the Pacific Club where he was voted into the Board of Governors and is a Trustee of St. Damien High School and Lanakila Pacific.