Broker Check

Services

[ What We Do ]
Customer Focused

At Swell Wealth we believe financial planning should feel less like paperwork and more like catching a great wave — focused, empowering, and even a little fun.

Our founder, Randy Nakamura, leads with over two decades of experience and credentials as a CEPA, CFP®, ChFC®, and CRPC®, he brings a mix of deep technical knowledge and personal care to every relationship. Whether we’re building a long-term wealth strategy, planning for retirement, structuring business benefits, optimizing your estate, or navigating tax complexities — you’ll find that I approach every challenge with empathy, efficiency, and a genuine commitment to your goals.

Retirement
Planning

Steps to consider so you can accumulate the money you'll need to pursue the retirement activities you want.

Investment &
Estate Solutions

Build an investment strategy aligned with your goals, risk tolerance, and timeline — and ensure your wealth is managed now and distributed according to your wishes later.

Tax
Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Business
Planning

As your business grows, so do the demands on your time. We help streamline your financial strategies, bringing clarity, efficiency, and focus—so you can lead confidently and grow what you do best.

[ Resources ]
Articles, Videos, Calculators

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

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Comparing Mortgage Terms

Comparing Mortgage Terms

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