Equitable Advisors
43yrs
Top advisor by experience in Kaneohe
9yrs
Based in Kaneohe, Hawaii, Michael Green is a financial advisor with 9 years of industry experience. Michael joined Creative Planning in 2023, after a year at Three Twenty One Financial Outfitters. Michael holds the CFP® designation.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeKaneohe, HI
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowCreative PlanningCurrent firm
- Jan 2022 – May 2023Three Twenty One Financial OutfittersPreviously
- 2017 – 2021Creative PlanningPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Creative Planning at (866) 909-5148 and ask for Michael Green. Michael works from the Kaneohe, HI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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