Dwayne Maki, CFP®

Biography

Dwayne Maki embodies a client-centric approach, viewing himself as an indispensable resource for crafting tailored financial and retirement strategies. With over 15 years in the financial services industry, Dwayne's journey, from a professional surfer to a Certified Financial Planner (CFP®), reflects his commitment to continuous growth and client success.

Rooted in Daytona Beach, Florida, Dwayne's early life molded his understanding of financial challenges. Raised by a resilient single mother, he discovered solace in surfing, achieving global success. Despite his surfing triumphs, Dwayne foresaw its impermanence, leading to a deliberate transition after winning the 1995 HIC Pipeline Pro. Now, with over 15 years in finance, Dwayne strategically joins Wedbush during a pivotal growth phase for the firm in the greater Honolulu area. His prior roles, including financial leadership at Merrill Lynch and contributions at CUSCO Financial Service, showcase his seasoned expertise and capacity to contribute to Wedbush’s success.

Establishing himself in Oahu in the mid-1980s, Dwayne found more than a home – he discovered a lasting love for the island that has endured over the years. His connection with Oahu goes beyond the professional, shaping not only his career but also his personal identity. He is a dedicated advocate for continuous education and embodies a commitment to lifelong learning.

SPECIALIZATIONS

• Financial Planning
• Retirement Planning
• Tax Planning & Management
• Wealth Management

Credentials

• Series 7, 63, 65 and 66 licenses
• Bachelor's degree in finance from University of Hawaii System
• Licensed in eight states: CA, CO, FL, HI, MI, MO, NV, TX
• Insurance license numbers: HI: 349368, CA: 0397012

Mission Statement