Meet Sage Capone – Honolulu Financial Advisor & Estate Planning Consultant
Born and raised on Oahu, Sage Capone is a trusted Honolulu financial advisor and estate planning consultant serving individuals and families across Hawaii. He earned his Finance degree from the Shidler College of Business at the University of Hawaii at Manoa, building a strong foundation in retirement income planning, investment strategy, and tax-efficient financial planning.
At Estate Planning Consultants of Hawaii, Sage specializes in helping clients:
• Create tax-efficient retirement income strategies
• Reduce and mitigate investment risk
• Build comprehensive estate plans and legacy strategies
• Protect and transfer wealth to future generations
A Fiduciary You Can Trust
Sage takes a fiduciary approach, meaning every recommendation is made in your best interest. Sage Financial Investments is a fee-based, fiduciary firm: most of our compensation comes from transparent advisory fees, and as fiduciaries on the advisory side, we’re obligated to act in your best interest and disclose any conflicts of interest.
Local Roots, Community Commitment
Deeply connected to Hawaii, Sage brings the same passion from his years in competitive sports—competing in the Molokai Hoe and coaching at East Oahu Volleyball Club —into helping clients achieve financial clarity and confidence.
Serving Hawaii and Beyond
Based in Honolulu, Sage serves clients throughout:
• Oahu, Maui, Kauai, Big Island, Molokai, and Lanai
• Mainland clients in California, Nevada, Oregon, Washington
• On Oahu, we work closely with families in Kahala, Waialae, Kaimuki, and East Honolulu
Our Mission
Sage’s mission is simple:
Help families eliminate financial uncertainty through education, smart planning, and lifelong strategies that secure their future and protect their ‘ohana.
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Schedule Your Free Consultation Today
Get a second opinion on your financial plan and ensure your retirement and estate strategy are aligned with your goals.
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Experienced Financial Advisor for Hawaii Investors
Meet Sage Capone, including his experience, education and some of his background, too.
Take advantage of his expertise and knowledge from years in the Investment and Finance markets. We’re ready to work for you and your future.
Learn How Your Money Can Start Growing Today
Contact us now or learn more about our Investing & Financial Planning Services and set up a Complimentary Consultation, in-person or virtual, and find out what your options are for building wealth and the kind of retirement you may have thought wasn’t possible. We look forward to speaking with you.
Be Retirement Ready and Build a Financial Plan
Frequently Asked Questions
Do you work with families in Kahala and East Honolulu?
Yes. Our office is in Honolulu’s 96816 area, minutes from Kahala, Waialae, and Kaimuki, and we work with families throughout East Honolulu and across Oahu. We meet in person or by video, whichever you prefer.
What does “fee-based, fiduciary” mean for me?
We’re a fee-based firm: most of our compensation comes from transparent advisory fees for managing your investments and building your plan. In some cases — such as certain insurance or annuity products — we may also be compensated through commissions, which we disclose to you. As fiduciaries on the advisory side, we’re obligated to put your interests first and disclose any conflicts of interest.
Is there an account minimum?
Reach out and we’ll tell you honestly whether we’re the right fit. Our first conversation is a complimentary consultation with no obligation.
Do you meet in person in Honolulu?
Yes — in person at our Honolulu office or by phone or video, whatever works for your schedule. We serve clients across the Hawaiian islands and several mainland states.
How do you combine retirement and estate planning?
Many Hawaii families have an advisor or an estate plan, but rarely both working together. We coordinate your retirement income strategy and your legacy plan as one picture, so your investments, income, taxes, and estate documents all point in the same direction.