Ohana Financial Planning

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
NAICS	52
Keywords	Exit Planning And Retirement Planning
Founded	2023
Employees	1-10

Key Contact at Ohana Financial Planning

Chris Bonapace

CERTIFIED FINANCIAL PLANNER and Managing Director

About Ohana Financial Planning

At Ohana Financial Planning, we believe that every client deserves to be treated like family. Our mission is to guide business owners preparing for their next chapter, retirees and pre-retirees seeking peace of mind, and families building their legacy—always with the care, respect, and dedication we’d offer our own loved ones. With years of experience helping business owners navigate the complexities of exiting their companies, we understand that a successful transition is about more than numbers—it’s about securing your future and honoring the business you’ve built. We’ll help you create a comprehensive plan that protects your wealth, minimizes taxes, and supports your long-term goals. For families, we take the time to get to know you—your dreams, your concerns, and your values—so we can craft financial strategies that fit your life today and tomorrow. From retirement income planning to estate strategies and investment management, our focus is on building lasting relationships and providing guidance you can trust. What sets Ohana apart is our commitment to treating clients like our family. We’re here to listen, educate, and empower you at every stage. Our passion is helping you achieve clarity and confidence, so you can focus on what matters most. Ready to experience the Ohana difference? Let’s start planning your future together

Ohana Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Ohana Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Ohana Financial Planning has never raised funding before.

Frequently asked questions

Ohana Financial Planning is located in XX.

Ohana Financial Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Ohana Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Ohana Financial Planning

Chris Bonapace

CERTIFIED FINANCIAL PLANNER and Managing Director

4.8

40,000 users