About Us

Joseph Omura

Let's face it, soaring inflation, rising income taxes and skyrocketing medical cost are derailing retirements for many Hawaiians! My goal as the Happy Retirement Planner, is to eliminate all the misinformation and confusion surrounding fundamental financial planning.

Unknown amounts of soon to be retirees are going into retirement tragically unprepared. They lack of knowledge! Our process educates our clients to prepare themselves financially for retirement and after. Helping them transition from the accumulation phase, to the distribution and transfer phases. While providing timely information, so they can make the best and most informed decision about their future!

My Background…

Radford High School – 1974

University of Hawaii – B.A. American Studies – 1988

Working directly with consumers for over 40 years.  

Vice Chair of the Salt Lake/Aliamanu/Foster Village/Airport Neighborhood Board. 2022-2023

Audit Chairman of Hawaii Toastmasters. Since 2020