About
Passion. Experience. Dedication.
History
Born out of the desire to help business owners get control of their businesses, Lilikoi Advisors was formed in 2016. While working for multiple small businesses, Jason noticed that as the business grew, the owners struggled to keep touch with the financial and operational activities of their businesses. Rather than spending time on growth and new opportunities, they struggled to understand where the cash went and how to motivate their employees. Lilikoi Advisors sets out to reduce these stress points and allow business owners to spend more time on their passion.
Lilikoi is the Hawaiian word for passion fruit. Lilikoi Advisors helps your passion bear fruit.
Get in touch
We know that finding the right advisor to guide you is not a choice to be taken lightly. That’s why we offer free consultations to walk you through your needs and the scope of your goals.
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Advisors
PRESIDENT
Jason Chan
From working at the prestigious PricewaterhouseCoopers, LLP, to starting multiple businesses, Jason has always possessed a unique drive to excel and grow whatever he was doing. Working at multiple small businesses, he drove radical improvements at his employers, creating efficiencies and refining policies and practices to reduce the operational burden on the owners. Jason decided to start Lilikoi Advisors in order to share his experience and knowledge with more small business owners looking to grow beyond "small."
Education
UNIVERSITY OF CALIFORNIA, IRVINE
Master of Science, Management, 2010
UNIVERSITY OF HOUSTON
Bachelor of Business Administration, Finance & Accounting, 2004
Experience
- ABC Home and Commercial Services, CFO
- Hillcroft Medical Clinic, CFO
- Kuhler & Associates, Tax Analyst
- PricewaterhouseCoopers, Auditor
Activities & Affiliations
- MGMA, Member
- Golden Key International Honour Society, Member