Advisory Team

 

 

 

 

 

 

Marcia Anton, President

Marcia Anton, was born and raised in the Philippines and grew up in the family restaurant business started by her grandmother. She attained her B.A. Degree from the University of Guam and has lived in Hawaii since 1994.

In 1998 she started her career with AXA Advisors and in 2004 joined LPL Financial, the largest independent broker/dealer in the country*. In 2007, Marcia at 39 was named to the prestigious LPL Financial Chairman’s Council – a distinction based on advisor revenue, and a status reserved for less than 2% of all LPL Financial advisors.

Marcia focuses on the State of Hawaii Employees' Retirement System and works primarily with the City, State, and County Employees under their prospective plans and helps them navigate the complexity of their retirement system. She provides comprehensive retirement planning for her clients along with investment strategies, and has access to insurance products, long term care, mutual funds, managed accounts and alternative investments.

Marcia is a licensed Life, Accident & Health, and Variable Annuities Agent in Hawaii (#304876). She holds the following securities registrations with LPL Financial: Series 24 (General Securities Principal) – Series 6 (Investment Company Products/Variable Contracts Limited Representative) – Series 7 (General Securities Registered Representative) – Series 65 (Uniform Investment Advisor Law) – Series 63 (Uniform Securities Agent State Law).

Marcia resides in Honolulu, Hawaii with her husband William Anonsen. They spend their time involved in numerous charitable organizations and serving on professional boards.

* As reported in Financial Planning magazine, June 1996-2015, based on total revenues

Email Marcia Anton at marcia.anton@lpl.com


 

Gordon T. H. Sun, CFS®, Principal Investment Strategist

Gordon T. H. Sun, CFS®, Principal Investment Strategist for Anton Financial, has been in the financial industry since 1994. Born and raised in Honolulu, he earned a degree in Finance at the University of Hawaii Schidler College of Business. Previously at an Independent Financial Advisory firm, he first joined LPL Financial as an advisor with the Financial Institutions Division in 2005 and later transitioned to the Independent Advisor division in 2008. He earned the designation of Certified Fund Specialist and holds the following securities registrations with LPL Financial: Series 7 (General Securities Registered Representative) – Series 63 (Uniform Securities Agent State Law).

Email Gordon Sun at gordon.sun@lpl.com


 

Barry D. Jensen, CRPS®, LPL Financial Advisor

Barry was born in the State of Colorado. His family moved to California where he received most of his early education. He met his wife, Diana Jensen, while living in San Diego and they where married in 2000. He earned a Bachelor of Science degree in Business Administration - Finance from California State University Bakersfield (CSUB). While at CSUB, he was the President and Vice President of Financial Managers Association.

Barry started at an Independent Investment Advisory firm in 2001 and was registered as an Investment Advisor and Insurance Agent in California in 2004. He and his wife moved to the Big Island of Hawaii in 2005, and he joined LPL Financial as a Registered Representative in 2006. He currently holds a designation as a Chartered Retirement Plans Specialist (CRPS). He is a licensed Life, Accident & Health, and Variable Annuities Agent in Hawaii (#323870). He also holds the following securities registrations with LPL Financial (HI, CA, CO): Series 7 (General Securities Registered Representative) – Series 65 (Uniform Investment Advisor Law) – Series 66 (Uniform Combined State Law).

Barry has focused his practice on working with State and County employees under the Hawaii Employees Retirement System. He provides comprehensive financial planning and investment consultation for his valued clients while helping them in navigating the complexity of their retirement plan. He also assists his clients with their Protection Planning, Tax Planning, Accumulation Goal, and Estate Planning needs.

Email Barry Jensen at barry.jensen@lpl.com


 

Kevin Y.Z. Tang, CFP®CERTIFIED FINANCIAL PLANNERTM professional

Kevin Y.Z. Tang is a CERTIFIED FINANCIAL PLANNERTM professional. The CFP® certification is awarded to financial professionals who complete a lengthy and demanding certification process that includes not only education, examination and experience requirements but also actively-enforced ethics requirements that hold CFP® certificants to a fiduciary duty of care; that is putting their clients’ best interests first.

Kevin has been a Financial Advisor since 2006. It is his mission to be our clients’ most trusted advisor. Along with his team at Anton Financial, he is committed to building lasting relationships by assisting clients in making informed decisions through education and professional advice-driven financial strategies to help them attain their goals with the highest standard of ethics. He specializes in comprehensive financial planning for individuals, families, and business owners.

Kevin graduated from the University of Hawaii at Manoa with a Bachelor’s degree in Finance. He is also a member of the Financial Planners Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). He holds his Series 7 and 66 securities registrations with LPL Financial and his Life & Health Insurance license.

Kevin was born and raised in Honolulu. He is a judo black belt, a Gracie Jiu-jitsu instructor, and an avid animal lover. He also enjoys traveling the world, and experiencing and learning new things.

Email Kevin Tang at kevin.tang@lpl.com