Gene Watanabe

IFW Financial Professional Gene Watanabe IFW Financial Professional Gene Watanabe

Gene Watanabe started his Financial Services Career over 40 years ago, while attending the University of Hawaii. He has helped many families and individuals through the many stages of life and has had the privilege of sharing in the start of Careers, Businesses, Marriages, Purchases of homes, Children, College, Retirement & Estate Settlement. Many of his clients have been with him over 30 years.

Gene specializes in Estate and Retirement Income Planning. His Motto is “Clients First” and he accomplishes this by preparing custom & effective Estate & Retirement Income plans considering each family’s unique needs and circumstances.

On the personal side, Gene enjoys going to the gym regularly, teaches a spinning class, playing Golf with his club the Whiffers, traveling, discovering new restaurants and taking care of his Mom.

LICENSES & ACCREDITATIONS

  • Wealth Management
  • College Planning
  • Licensed Insurance Planner
  • Retirement Planner

AREAS OF EXPERTISE

  • RETIREMENT PLANNING
  • LIFE INSURANCE
  • ESTATE PLANNING
  • FINAL EXPENSE

Gene Watanabe

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