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ABOUT HUALĀLAI FINANCIAL

About Hualalai Financial

At Hualālai Financial, we understand that life can be unpredictable and challenging, but we are committed to building relationships with our clients by providing personalized service. Our founder, Kalā, started his career with New York life in 2011 and has always made great efforts to cater to and show his deep love for the community and the land it calls HOME.  Throughout the years, our team has journeyed with our clients through triumphs as well as tribulations. We have experienced helping clients with funding retirement, caring for aging parents, and saying farewell to beloved family members. Hualālai Financial LLC is proud to offer insurance products and services from one of the nation’s oldest and largest mutual life insurance companies. New York Life has a long history of keeping and honoring commitments to their clients. We hold these values near to our hearts and take our commitment to our clients seriously. We invite you to talk to your family and friends, many of whom may be New York Life customers,as well as read about New York Life's financial strength.  Let’s work together to prepare for your future- we are here to help!

OUR MISSION

At Hualālai Financial, we are passionate about empowering our Hawai‘i ‘ohana and those we cherish with the knowledge to live fully in the present, build a secure financial future, and create a lasting legacy for future generations. Grounded in the values of aloha and kuleana, our mission is to guide our community toward financial well-being, ensuring a prosperous today, tomorrow, and beyond

OUR VISION

We empower our Hawai‘i ‘ohana and those we cherish with the knowledge and resources to achieve financial security, create lasting legacies, and inspire a thriving community grounded in aloha and kuleana for generations to come.

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

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  • 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

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