CONNECT

Address:

Amy Schlager
Don O'Donnell, CLU

Phone:

Amy: (503) 243-4301,Don: (206) 728-2400

Hiro Mikami

Hiro Mikami

Financial Consultant

I help individuals, families, and business owners build and implement tax-efficient financial strategies to achieve their financial goals. I have taken my client base to next level by working with multi-cultured, diversified group of people. The areas I have focused my practice on are retirement planning, succession planning, insurance planning, wealth management, and college funding.

I see the most value in providing financial guidance with tailored comprehensive planning strategies that are based on my client’s risk tolerance and objectives. I heavily focus on education in our meetings because we are not taught the ins and outs of investments, insurances, and taxes in school. I want to make sure that my clients know and understand what they have, why they have it, and how it works. Knowledge is power and it is so important for us to take control of our own financial future, and that is exactly what I intend to help our clients do.

By obtaining a clear understanding of my client’s goals, I am able to create a well-defined plan to accomplish them. I supply ongoing advice and education to equip my clients with the knowledge they need in order to make educated decisions with their money. With these steps, I am able to give my clients the tools they need to meet their short to long term goals. Still, I know that life happens and things change, so I ask my clients to meet with me regularly in order to make any necessary adjustments and to reassess where they are in their financial plan. 

CA License #0L12580

California Insurance License #: #0L12580


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6211
Fax 206-956-6202
Mobile Phone 425-761-7463
LinkedIn
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck