skip to main content
Main Menu
 Hualalai Financial  LLC Logo
  • Home
  • Who We Are
    • About Hualālai Financial
    • Our Team
    • Client Testimonials
    • Working Together
  • What We Do
    • Products
    • Our Services
    • Advanced Planning Group
    • Preparing
    • Investments and Retirement
    • Insurance
  • Who We Help
    • Individuals & Families
    • Retirees/Pre-Retiree’s
    • Business Solutions
  • Resources
    • Calculators
    • Tax Resources
    • Life Stages
  • Contact Us
  • Client Login
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • AARP Life Insurance from NYL
Kala Patao Headshot

Preston "Kalā" Patao

Founder & Principal

Preston “Kalā” Patao was born and raised on the island of Hawai'i in Kailua-Kona. After graduating from Konawaena High School, he later moved to Oʻahu where he attended the University of Hawaiʻi at Manoa. After residing on Oʻahu for 24 years, he and his ʻohana have return to live on their home island are enjoying the closeness of family and friends, and reconnecting with our Hawaiʻi island clients. Kalā frequently travels back to Oʻahu to meet with clients, host workshops, and visit with family and friends

When he is not spending time with wife Kaera, 2 sons Ka'onohi and Kahoaka, or family and friends, you will find him engaging in just about any type of sporting event. But his all-time favorite sport is golf.

Kalā is seated as Vice President for Uluhua’o o Hualālai, an organization that serves to connect the Kona community to Hualālai’s natural and cultural resources through ‘aina stewardship. He also sits as a Board Member on The Children's House council. The Children's House provides a child-centered education where the strength of character and excellence in academics is nurtured in a harmonious, Christian environment.

Kalā began his career at New York Life in 2011 as an agent and soon after became a Registered Representative with NYLIFE Securities LLC. Kalā started with humble beginnings, as he has participated in New York Life's well-known training program and attended NYLIC University.

Hualālai Financial LLC was founded in 2022 by Kalā with the commitment of building fulfilling connections within his local community and creating an atmosphere of trust and family for both clients and prospects. Kalā is committed to empowering individuals with the knowledge to enjoy the present, secure their financial future, and establish a legacy for generations to come. Since launching his New York Life career in 2011, Kalā has found great joy and satisfaction in watching his clients succeed and grow.

Notable Awards and Achievements:

New York Life President's Council Member* 2021-2024

New York Life Executive Council Member* 2013, 2015, 2017-2020

Million Dollar Round Table Qualifying Member** 2020-2024

Annuity Elite Diamond 2024

Annuity Elite Gold 2020-2023

Annuity Elite Silver 2018

Life Super Stars Award 2020-2024

Life All-Stars Award 2013, 2015, 2020

Long Term Care Diamond Elite 2024

*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.

**MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.


Phone: 808.989.7983


E-mail: kpatao@hualalaifinancial.com

Disclosure

Preston Patao is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M25478), CO, FL, HI, IL, MA, NH, NJ, NV, OH, OK, OR, PA, UT, WA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Preston Patao is licensed and authorized to offer insurance in California, but Hualalai Financial LLC may not be. For additional information on California licensure status, please click here.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Hualalai Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates.​

Neither Hualalai Financial LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

 Hualalai Financial  LLC Logo
Hualalai Financial LLC

Kala Patao

Financial Professional & Insurance Agent

Connect on Social

Linkedin
  • Home
  • Who We Are
    • About Hualālai Financial
    • Our Team
    • Client Testimonials
    • Working Together
  • What We Do
    • Products
    • Our Services
    • Advanced Planning Group
    • Preparing
    • Investments and Retirement
    • Insurance
  • Who We Help
    • Individuals & Families
    • Retirees/Pre-Retiree’s
    • Business Solutions
  • Resources
    • Calculators
    • Tax Resources
    • Life Stages
  • Contact Us
  • Client Login
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • AARP Life Insurance from NYL
  • Schedule an Appointment

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices