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Guiding You Through Life’s Milestones
Caine Nakata
Co-Founder
Caine and Jasmyn Nakata co-founded Milestone Coach Advisory Services, now known as Milestone Wealth Management, in 2010. Their vision was twofold: to help young leaders and families prepare for the potential challenges of paying for higher education, and to provide product knowledge to people of any age.
As president of Milestone Wealth Management, Caine is focused on helping business owners protect their most valuable assets through well-thought-out financial strategies.
A lifelong resident of Hawaii, Caine got his start in the industry in 1998, becoming one of the top producers at Mutual of Omaha and then continuing his success at Bankers Life and Casualty. A former board member of the National Association of Insurance and Financial Advisors (NAIFA), Caine holds life and health insurance licenses in Hawaii. He has been published or quoted in the “Right on the Money” TV series, Honolulu’s “Living 808” on KHON-TV and “On the Money News.”
Caine and Jasmyn married in 2011 and have a daughter and two sons. Caine spends his free time golfing , traveling, and with Jasmyn as they watch their children improve in Brazilian jiu-jitsu and excel in soccer, baseball and piano.
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Milestone Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment Advisory Services are offered through Portsmouth-Smart Life Financial Group LLC, a SEC Registered Investment Advisor. SEC# 801-119231.
Investment Advisory Services offered through Fiscal Wisdom Wealth Management, LLC, an SEC-registered investment adviser, doing business as Milestone Wealth Management. Portsmouth Financial Services, Fiscal Wisdom Wealth Management, and Milestone Wealth Management are not affiliated entities. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.