Sage Capone, born and raised on Oahu, received his Finance degree at UH Manoa’s Shidler College of Business. His role at Estate Planning Consultant of Hawaii, has been to help his clients with retirement income planning and estate settling.
He is dedicated in ensuring his clients along with their Ohana secure their families’ financial futures. He believes in putting the same amount of passion in working with people from his years of competitive sports. Whether it is paddling in the 2016 and 2017 Molokai Hoe race or coaching volleyball at his local kids’ clinic, East Oahu Volleyball.
My goal and passion is to help assist in ending financial illiteracy by passing on tools of advice which will enable you to make smarter and lifelong decisions for your family’s future.
I serve my clients as a Financial Advisor and Tax Efficient Retirement Income Planner. A Fiduciary Approach is the priority when counseling and advising my clients in the areas of Retirement Income Planning, Mitigating Investment Risk, Tax Planning, as well as Legacy and Estate Planning.
My primary service area is Oahu, Hawaii and the surrounding Hawaiian Islands including Big Island, Maui, Kauai, Molokai, and Lanai. I also serve many clients who have migrated to California, Nevada, Oregon, and Washington.
Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.
Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. As an independent firm, BCM is able to utilize a large array of investment options and vehicles, to create robust model portfolios that span varying levels of risk. BCM, through its network of IARs, provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management and is committed to offering a one-source solution for the management, growth, and preservation of its clients’ wealth.
Dean received his Bachelor of Arts Degree in Economics from Northwestern University. He completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law. He received his Masters degree in Taxation (LLM) from Chicago-Kent College of Law. Dean is a Certified Financial Planner (CFP®) and holds the Illinois insurance license for life, health and long-term care.