Ties down, glasses up.
Are you ready?

Live your best life long after you leave your career behind

Since 1995

"Relax, it's all about you"

The reason I started Mahalo was to ensure my advice would be completely independent. What I mean by that is most, if not all, of the larger brokerages, wire houses, and insurance companies push products that are either proprietary (typically expensive and inferior) or because they get “kickbacks” from other companies (do you know what’s in your 401k?).

The short answer is this:

Mahalo is driven by my clients’ needs, which is why I tell my clients, “Relax, it’s all about you”.

Fiduciary: a person who puts his clients' interests before his own.

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Tired of financial advisors who only offer products that fit their interests at your expense?

So am I!

Initial Strategy Session

A no obligation, casual assessment of your current plan, goals, and review of your FREE 7-step guide.

  • Understand your goals
  • Assess your current plan
  • Review your FREE 7-Step Guide

The Do-Nothing Plan

From overpaying on your taxes to unrealized gains, not having a plan can cost the average family tens or even hundreds of thousands of dollars!

  • Unmet expectations
  • Dependence on kids
  • Uncertainty of future

Mahalo is the Hawaiian word for GRATITUDE. So from my family to yours....


Family.Christmas 2022

Thank you for visiting, but don't leave just yet!


At this point, you are probably thinking:


    • I want to know more, let’s talk!
    • I don’t think I fit, but I still have questions about my finances.

Either way, I want to meet you. So introduce yourself whichever way you'd prefer!

"I'm ready to learn more! How do I get started?"

It all starts with a quick chat! Whether we decide to work together or not, my goal is to give you the confidence to know what to do next!

Send me in the right direction!

So many people miss out on achieving great wealth because they simply don't know how to get started! I'd love to make sure you are on the right path - whether you become my client or not!

+1 (714) 465-3167

Copyright 2022 | Est. 2007

Mahalo Advisory Services, LLC

Office: 714-465-3167
Fax: 866-894-4683
9550 Warner Ave., Suite 250

Fountain Valley, CA 92708
California Insurance License #0A49146


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Advisory services are offered through MAS, a registered investment advisor (RIA)

The insurance information on this site is intended for the residents of California, Colorado, Washington and Oregon. The representatives of Mahalo Financial are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please call 714-465-3167.

MAS, and Stephen D. Gibbs do not provide tax or legal advice and/or services. For information on your specific situation, please consult your personal tax or legal advisor.

PLEASE NOTE: With respect to any healthcare questions contained in the website, Mahalo Financial and Stephen D. Gibbs are responsible for establishing and maintaining their own policy and procedures for ensuring the privacy of those about whom protected health and other personal information is provided by respondents, as well as for ensuring the confidentiality of the information.