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Running a financial firm since 2007, Joanna Amberger has been dedicated to providing comprehensive planning for her clients. With a background as a CERTIFIED FINANCIAL PLANNER™ professional, Joanna had the education and experience to discuss estate planning as it related to her clients’ financial plans. However, she found herself limited in discussing the intricate legal details. Many clients sought her advice on estate planning and asked if she could handle these needs directly.
In response, Joanna went to law school to bridge the gap. She encountered numerous clients with outdated estate plans and disconnected assets, which highlighted the need for well-coordinated estate planning. Today, Joanna ensures that every estate plan is properly funded and up-to-date, providing a safe space for clients to discuss their needs and concerns.
Joanna believes in maintaining a down-to-earth approach and tries not to take herself too seriously, fostering a welcoming and relaxed environment for her clients. This combination of financial expertise, legal knowledge, and a compassionate attitude makes her a trusted advisor for many families planning for their futures.
Joanna Amberger was raised across the U.S. in a military household, she holds degrees in Fine Art Photography, an MBA in Finance and Entrepreneurship, and a law degree from the University of Hawaii. Joanna founded 3 Financial Group in 2007, an ongoing financial advisory firm, and later established 3FG Law to provide comprehensive estate planning services. Dedicated to serving professional women and the LGBTQ+ community, Joanna ensures that estate plans are current and aligned with clients’ goals. She is also actively involved in community service through AARP Hawaii, the Rotary Club of Honolulu, and other organizations.
Aaron Amberger was born in San Diego and grew up in Virginia and Illinois. Following in his family’s footsteps, he joined the Army and served as an infantryman in the National Guard, with two deployments to the Middle East. Outside of work, Aaron enjoys fixing things and doing home renovations for family. At 3FG Law, he works behind the scenes to help ensure clients’ legacies are in order.
Shane-nah Martin is often the first person you’ll talk to or see when you contact 3FG Law. Born and raised in Honolulu, Shane-nah has been in her role for over 10 years, ensuring the office runs smoothly. She is a mother of two and a grandmother of two, and she understands the importance of balancing work, family, and finances for overall success. In her free time, Shane-nah enjoys practicing self-care activities such as yoga and meditation. She loves seeing people leave the office feeling more optimistic and upbeat than when they came in.
In response to this demand, Joanna went to law school to bridge the gap. She encountered numerous clients with outdated estate plans and disconnected assets, which highlighted the need for well-coordinated estate planning. Today, Joanna and the firm ensures that every estate plan is properly funded and up-to-date, providing a safe space for clients to discuss their needs and concerns.
At 3FG Law, we believe in maintaining a down-to-earth approach and tries not to take herself too seriously, fostering a welcoming and relaxed environment for her clients. This combination of financial expertise, legal knowledge, and a compassionate attitude makes Joanna and the firm a trusted team of advisors for many families planning for their futures.