Joanna Nineen Amberger

CFP

18 Years of Experience

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching

Continuum Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

2,849 clients

Average Client Portfolio

$497K average

Assets Under Management

$1.4B

Fee Structure

Location

1888 Kalakaua Avenue, Suite 312, Honolulu, HI, 96815

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Joanna is an Investment Management Representative at 3 Financial Group, LLC, dedicating full-time hours to financial planning and investment management. She also manages rental property, is involved with several non-profit organizations, and is an estate planning attorney.