Established in 1990, Robert Priske Investment Advisor, LLC is a fee-only investment advisory firm that has been serving the financial needs of Hawaii's businesses, individuals, and families for over 30 years. With a combined experience of over 40 years, our team of professionals is committed to providing expert guidance and personalized service to help our clients achieve their unique financial goals.
Our Team
Our team is led by Robert Priske, a seasoned investment advisor with over 30 years of experience in the industry. Robert has a deep understanding of investments, pension management, and financial planning, specializing in serving Honolulu's healthcare and business professionals. Our team also includes Chris Chu, a service representative who focuses on customer servicing and is fluent in Chinese. Allyson Apo, our office manager, is available to answer any account questions and oversees scheduling, the investment database, and client servicing.
Our Services
At Robert Priske Investment Advisor, LLC, we offer a comprehensive range of financial services designed to help our clients achieve their long-term financial goals. Our services include:
Financial Planning: We assess your financial objectives to create a tailored plan for you and your family, periodically updating the plan to help you navigate your journey and build your wealth.
Investment Management: We help build an investment portfolio tailored to your individual needs, goals, and risk tolerance, using a diversified mix of stocks, exchange-traded funds (ETFs), top-rated mutual funds, and floating rate treasury bonds.
Retirement Planning: We assist you in planning for your future, taking into account your retirement goals, income projections, IRA rollovers, pension planning, and timing of social security benefits.
Real Estate: We help you analyze the real estate cycle and make informed decisions about buying, selling, and managing your real estate investments, including 1031 exchanges.
Tax Planning: As a former tax CPA at KPMG, Robert Priske is well-equipped to review your tax returns and assist with your annual tax planning, ensuring you take advantage of all available tax savings.
Estate Planning: We help you reduce taxes, avoid probate fees, and provide your family with peace of mind by reviewing your estate inventory, updating wills and trusts, and creating financial powers of attorney.
Planning Resources
To help you make informed financial decisions, we provide a wealth of planning resources, including tax rates, general tax information, and good financial habits. We believe that a well-planned financial strategy is the key to achieving your long-term goals.
Investment Updates
We encourage you to review our investment updates, which provide information on market trends, investment performance, and expert insights to help you stay informed and make informed investment decisions.
Contact Us
For more information on how we can help you achieve your financial goals, please feel free to contact us at our office located at the Kahala Mall Office Tower, 4211 Waialae Avenue, Suite 201, Honolulu, HI 96816. You can reach us by phone at 735-8882.
Expertise and Guidance
Bob is praised as a wonderful resource and thorough adviser who encourages clients to take ownership of their financial condition and direction. He is able to understand the level of sophistication of his clients and provides appropriate guidance to not only achieve their financial goals but also sustain their level of wealth independently. His counsel has been life-changing for some clients.
Educational and Personalized Service
The consultations with Bob have been incredibly educational for clients. He listens to their financial goals and comes up with a clear plan to help them achieve these goals. His approach is reported to be great, making him a highly recommended service.
Trust and Personal Connection
Mr. Priske is described as an extremely thorough and personable advisor who has guided portfolios and provided great advice on business dealings. Clients have been receiving his guidance for a few years now, and it has made all the difference in their financial situations.
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