About Neokai Capital
About Neokai Capital
Founded in 2022, Neokai Capital was built on the values of trust, education, personalized portfolio management, and long-term partnership.
The name Neokai is deeply meaningful to us. “Neo” symbolizes a new beginning, while “kai” refers to the vast ocean with its abundance and boundless potential. Together, Neokai reflects the expanded scope of our services and our enduring mission: to help you navigate your financial future with clarity, strength, and confidence.
As an independently operated firm, we uphold our fiduciary duty to always act in your best interest.
Meet the Team
Meet the Team
President & Executive Director
Jordan continuously developed his proprietary investing strategies over more than a decade of trading experience and extensive collaboration with industry and academic professionals. After founding Neokai Capital, Jordan is glad to have helped several people reach financial freedom for early retirement. He also enjoys exploring Hawai’i with his wife, son, and dog.
Operations Manager
Liv is an investment specialist and entrepreneur. As a corporate finance veteran, she brings values from an institutional level to clients’ personal portfolios. Her background in real estate and entrepreneurship helps her to advise on a wide spectrum of financial goals and needs. Outside of her professional life, she enjoys an active lifestyle.
Investment Adviser Representative
Lyla has grown her career to encompass financial analysis, client relationship management, investment operations, and SEC compliance. She is excited to help her home community alongside us by navigating clients’ financial journeys to achieve their personal goals. Outside of work, Lyla is an avid roller skater.
Investment Adviser Representative
Kera’s passion for personal finance led her to get her MBA and her Series 65 license. Besides advising clients, she is also the primary instructor of financial literacy at the University of Hawaiʻi at Mānoa and has helped them implement a financial literacy curriculum across all 10 UH campuses.
Investment Adviser Representative
Eager to help others design the life they want, Olivia pursued a career in financial advising, recognizing that financial freedom can empower people to realize their dreams. With over a combined 10 years of experience in data analytics and managing investments, she is excited to tailor solutions for clients that integrate data and investment strategies to individual personality styles.
President & Executive Director
With more than a decade of experience honing his options strategies, Jordan has helped several people to retire early - some who even thought it was impossible. His mission is to help the people of Hawaiʻi overcome the challenging cost of living by growing their wealth and protecting them from loss.
Managing Director
Liv is an investment specialist and entrepreneur. As a corporate finance veteran, she is bringing values from an institutional level to her clients’ personal portfolios. Her background in real estate and entrepreneurship helps her to advise on a wide spectrum of financial goals and needs. Outside of her professional life, she enjoys an active lifestyle.
Financial Advisor
Kera’s passion for personal finance led her to get her MBA and her Series 65 license. Besides advising clients at ACA, she is also the primary instructor of financial literacy at the University of Hawaiʻi at Mānoa and is helping them to implement a financial literacy curriculum across all 10 UH campuses.
Financial Advisor
Eager to help others design the life they want, Olivia pursued a career in financial advising, recognizing that financial freedom can empower people to realize their dreams. With over a combined 10 years of experience in data analytics and managing investments, she is excited to tailor solutions for clients that integrate data and investment strategies to individual personality styles.