Makai Elep

Investment Specialist

Interesting Fact

Before proposing to my wife, I jumped off a cliff in Hawaii with the ring in my pocket—if I came out of the water with it still there, I’d propose. I did, and she said yes.

Makai Elep is an Investment & Portfolio Specialist with experience working at a $1B+ RIA and Bank of America.

He earned his B.S. in Business Administration with a concentration in Finance from California State University, Long Beach. Makai brings a thoughtful, client specific approach to investment management, drawing on years of industry experience and a strong foundation in financial analysis and strategy.

Free Time

In his free time, you’ll either find Makai at a Jiu Jitsu/MMA gym or at the park or splash pad with his family.

Education

California State University

Accreditation​

Certified Financial Planner (CFP®)

Interesting Fact

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True Wealth moment

At a breaking point from burnout while working at a large bank, my wife, our 1.5-year-old daughter, and I packed our bags and left for an open-ended four-month journey through Japan and the Philippines. We had no strict agenda—just a desire to live life on our terms for a while.

We stayed in both luxury accommodations and humble homes, including one where a family of six lived in 400 square feet. We had a tight budget, but we made do with what we had. We had everything we needed – food, a place to rest our head, meaningful experiences, and, most importantly, time together. That time reminded me that true wealth isn’t just about financial freedom—it’s about the freedom to live intentionally.

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