Wealth advising with Bay Area intensity, Hawaiian vibes.
You deserve to live your best life. Nolan Ku helps individuals and families pursue financial goals with comprehensive planning to gain confidence and clarity.
The approach
Nolan believes in a financial planning process where in-depth analysis precedes recommendations. His approach begins with putting all things aside and learning what is important to you. He receives the shoebox full of financial materials, distils the information, utilizes industry-leading financial planning software, combined with years of experience, to synthesize a financial road map with actionable steps to guide you toward your goals.
When we collaborate, we are ‘ohana
Whether you are overwhelmed while starting a family in the Bay Area, navigating the complexities of company stock and group benefits, or approaching financial independence, we can help. We have helped 200 families and counting.
In-person and remote options
Our office is conveniently located in Foster City. Can’t make it into the office? No worries – we’ve got you covered with teleadvising.
Our services
Retirement Funding
Risk Management
Investment Advisory
Estate Planning
Meet our team
Nolan Ku, CFP®, ChFC® believes joy comes from good stewardship despite circumstances. Nolan holds a bachelor’s degree in Economics from the University of California, Berkeley. He resides in Foster City, CA with his beautiful wife, Nancy, and three children, Sierra, Mateo, & Luka.
Get your free consultation today
Nolan Kauhiahiwa Sam Ku | CA | 1065 East Hillsdale Blvd, Suite 310, Foster City, CA 94404 | CA Insurance Lic. #0G64316
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