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.
Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest.
Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Applicants may also satisfy the education requirement by submitting a transcript review or previous financial planning-related course work. Or, they can show that they have attained certain professional designations or academic degrees that cover the important subjects in CFP Board’s financial planning curriculum.
CFP® professionals must pass the comprehensive CFP® Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This comprehensive exam ensures that a CFP® professional is highly qualified to develop a plan for your finances.
CFP® professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.
When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in CFP Board's Standards of Professional Conduct. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a "fiduciary"-acting in the best interest of their financial planning clients. CFP® professionals are subject to CFP Board sanctions if they violate these standards.
Our advisors are licensed in the State’s that we do business in as follows
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.
Robert Lawton is a Financial Consultant based in Honolulu, Hawaii with over 15 years of experience in the field. He began his finance career at New England Financial/MetLife but became an independent advisor when he joined Segawa Consulting Group, LLC. in 2015.
Robert is currently licensed to offer Life & Health Insurance. In addition, he holds a Series 7 investment license that focuses on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans. Robert’s specialties include legacy planning for business owners and charitable gifting strategies.
Robert is a past President of the city and state chapters of the National Association of Insurance and Financial Advisors (NAIFA). He made his home, Hawaii, in 1993, and shortly thereafter met and married his wife, Tomomi. Together, they have three children: Dean, Matt and Stacia. In his free time, Robert enjoys attending his children’s baseball games and dance recitals.
Carlton Ogata is a Registered Representative with Segawa Consulting Group,LLC. in Honolulu, Hawaii. Prior to joining SGC in 2016, he had worked at New England Financial/MetLife for 28 years. Carlton assists individuals, families, retirees and business owners with retirement planning, investment planning, college planning, asset protection and wealth management.
By using a holistic approach, Carlton works closely with his clients to develop a financial strategy to address their specific goals, objectives and needs. Carlton works with each client individually to meet their accumulation, preservation and distribution strategies.
Carlton is an active member in his community and regularly volunteers with Anchor Church in Kaneohe. When not working, he values the time with family and friends, and enjoys cardio and weight training workouts.
BBA, Marketing University of Hawaii Manoa
Securities Licenses: Series 6 and 63
Insurance Licenses: Life, Health, Disability, Fixed and Variable Annuities
Segawa Consulting Group, LLC
932 Ward Avenue, Suite 420
Honolulu, HI 96814
We are located in the Honolulu Club Building across the Neil Blaisdell Center.