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Sonny Equila Liu
Financial Advisor
Edward Jones - Kapolei,HI
My name is Sonny Equila-Liu, and I grew up on the leeward side of O'ahu. I am proud to have this opportunity to help those in my community reach their financial goals. My bond with my community is important to me. At Edward Jones, we strive...... Show More
Location & Business Hours
Business Hours
Wed
8 AM to 5 PM
Thu
8 AM to 5 PM
Fri
8 AM to 5 PM
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About
My name is Sonny Equila-Liu, and I grew up on the leeward side of O'ahu. I am proud to have this opportunity to help those in my community reach their financial goals. My bond with my community is important to me. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. I would love to share with you one of my most cherished life lessons. My late mentor once told me that everyone is dealt with different cards in life and that the outcome of our life, like in a game of cards, are determined by how we play our hand. No matter where you are in life, I want to help you and your loved ones thrive and live the life of your dreams. With your team of trusted advisors, such as your tax accountant and attorney, I will collaborate with them on your personalized financial strategy. Prior to Edward Jones, I was a financial planner at a local bank where I developed and presented comprehensive financial plans to many local families. I am a proud graduate of James Campbell High School and Chaminade University of Honolulu, and I have my MBA and Bachelor of Science in accounting. I previously served on the board of the Filipino Jaycees of Honolulu. A little about me: My husband, Bricen, and I are fortunate to live in the beautiful and growing Ho'opili community in Ewa. We are dog parents to two furballs, our Katsu (Frenchie) and Momo (Frenchie-Pug). We enjoy experimenting in the kitchen and playing Mahjong (a tile-based game). We also enjoy going to local festivals and farmers markets to celebrate and support the community. Fun fact about me, I have a rare plant collection that is mainly comprised of different types of philodendrons and aroids. With this wonderful opportunity, I would love to get to know you and learn what is most important to you. Whether your life goal is to retire comfortably, create a legacy, buy your dream home or anything in between, I want to help you get there. I would love to be your trusted friend. Sonny
Specialities
Wealth Strategies
Estate & Legacy Strategies
Intergenerational Planning
Retirement Savings Strategies
College Savings
LGBTQ+ Finances
new investors
business retirement plans
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FAQs
Here are some Frequently Asked Questions about Sonny Equila Liu
What organization is Sonny Equila Liu associated with?
Sonny Equila Liu is associated with Edward Jones.
What is Sonny Equila Liu’s work email address?
Sonny Equila Liu’s professional email address is s**************u@e**********.com. You can also email Sonny Equila Liu by clicking on the contact Sonny Equila Liu.
Where is Sonny Equila Liu based out of?
Sonny Equila Liu’s primary location is Kapolei, HI.
What is Sonny Equila Liu's phone number?
Sonny Equila Liu's phone number is (808) 445-6828
What is Sonny Equila Liu's title??
Sonny Equila Liu is a Financial Advisor.
