Aloha
A·LO·HA /əˈlōˌhä/
The true soul of “Aloha” is the aspiration to live a life full of love, peace, compassion and to give freely.
We're connecting the coastal and island lifestyle with smart financial planning.
From our Founder, Skyler Stokes.
What Aloha means to me.
Growing up in and around the ocean, I’ve always loved the relaxed atmosphere the beach lifestyle has offered. It’s been a dream of mine to incorporate that same feeling into my professional career after I spent years surfing, traveling and enjoying the magic and beauty of the world around me.
After returning as a lifeguard to San Diego from Kauai and starting a career in financial services over 7 years ago, I found there was a major disconnect between people’s personal financial security and living a purposeful life. To me, Aloha means helping you focus on the experiences and relationships that truly make you wealthy.
Meet Our Team:
Founder & President:
Skyler Stokes, CEPA®, AIF®, CRPS®
A once lifeguard in California and Hawaii, a surfer, family man, and world traveler, Skyler considers himself blessed to enjoy a life that has taken him to places he only dreamed of when he was a kid. Now his purpose is to share knowledge through his experiences and provide compassionate and honest financial advice to people who want to enjoy their lives without financial worries.
Skyler holds a series 7, series 66, CA insurance license, is a Certified Exit Planning Advisor (CEPA®), Accredited Investment Fiduciary (AIF®) and a Chartered Retirement Plans Specialist (CRPS®).
Financial Planner:
Chase Mason, CFP®
Chase is a Southern California native that entered the financial planning industry in 2016. On a slight hiatus from the coastal lifestyle, Chase pursued a Bachelors of Science degree in Personal Financial Planning from Utah Valley University. Returning to his roots with a passion for doing the right thing, Chase believes the power of holistic financial planning can make a lasting and positive impact in clients’ lives. In his spare time, Chase loves relaxing with his wife Jessica and newborn son Brody. Chase lives an active lifestyle where he surfs, boxes, and on occasion enjoys watching classic old time movies.
Chase is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), holds a series 65 and is California insurance licensed.
Operations Representative:
Justin Johnson
Having grown up in the Coastal town of Encinitas. Justin spent most of his time in the ocean or on a golf course. He received his bachelor's degree in business management from San Francisco State University which helped spark his passion for finance. Shortly after graduating, Justin moved to the Island of Oahu where he spent most of his time surfing, golfing, snorkeling and getting a good understanding of what Aloha truly means. After a great year in Hawaii, Justin moved back to Encinitas to spend more time with his family and pursue a career in finance with the goal of becoming a financial planner and advisor.
Justin is actively working on obtaining his CA insurance and securities licenses.
We’re a process-focused, collaborative firm
committed to your success.
SUPPORTED BY
FormulaFolios
Aloha Wealth Partners works exclusively with FormulaFolios, a Top 300 Registered Investment Advisor (RIA) in the country with over $3.5 billion in assets and an Inc. 5000 fastest growing company in America, 5 years in a row. With an intelligent and committed staff of over 100 individuals, our team utilizes technology to your advantage, building and actively managing investment portfolios through dynamic risk strategies to increase your chances of long term financial success.
Brookstone Capital Management
Brookstone Capital Management acts on clients’ behalf by mitigating unnecessary risk in a fiduciary capacity. Managing over $3 billion of assets, Brookstone builds smart portfolios designed to meet the individual needs of clients and investors and maintains a strategic approach to every client's unique situation.
