Press release
LPL Financial Welcomes Kūpono Wealth Planning
SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning has joined LPL
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones. Kūpono Wealth Planning is based in Mililani, Hawaiʻi, just 20 miles from Honolulu, and proudly serves the Central Oahu and North Shore communities. With two decades of industry experience, Brandon has called Hawaiʻi home since 2007. Brandon works with a diverse clientele, including individuals who have retired within the last decade, those planning to retire in the next five years, as well as many mainland transplants, medical professionals, and small business owners. “We chose the name Kūpono Wealth Planning, for what it stands for and as a benchmark for how we treat clients. Kūpono means to act with integrity, fairness, and moral strength. On a daily basis we want to operate with professionalism and integrity, providing reliable advice and unwavering attention to detail. Our goal is to build a practice to reflect the values and unique challenges of local families. Hawaiʻi clients often face specific pressures such as sandwich generation challenges or mainland family travel costs. We balance the needs of aging parents with helping adult children navigate the high cost of living. We’re committed to simplifying complex financial matters, learning each client’s story, and helping them make informed and realistic decisions,” Brandon said. “What sets us apart is our breadth and depth of experience, our candid approach, and our dedication to client service and cost efficiency. Every portfolio we design is built on trusted principles, emphasizing diversification, cost-conscious investing, and a flexible, disciplined strategy that always reflects each client’s individual goals and comfort level,\" Brandon added. Why Kūpono Wealth Planning Chose LPL Seeking greater autonomy and flexibility for his clients, Brandon embarked on an extensive due diligence process that led him to LPL. “After considering 20 other firms, I realized I wanted the independence and flexibility to build a practice that truly reflects our values and vision. We wanted to make decisions in Mililani and not have ...