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My Personal CPA and Financial Planner LLC — SBA Loan Record (Kapolei, HI) | DealRoom

Intelligence/Offices of Certified Public Accountants/HI

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SBA lending record

My Personal CPA and Financial Planner LLC

1001 Kamokila Blvd, Suite 100, Kapolei, HI 96707 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$768K

Total SBA financing

1

Loan on record

FY2021

On record

18

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is My Personal CPA and Financial Planner LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$768,000 — FY2021

Gross approval: $768,000
SBA guaranteed: $691,200 (90%)
Status: Paid in full
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: 7a General
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/12/2021
First disbursement: 2/28/2021
Days to fund: 16 days
Paid in full: 5/31/2022
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 18
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Capital Bank, National Association
Address: 1001 Kamokila Blvd, Suite 100
City: Kapolei, 96707
County: Honolulu
SBA district office: HAWAII DISTRICT OFFICE
Congressional district: 1

The lender

Capital Bank, National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding offices of certified public accountants — by location, industry.

SBA lenders in Hawaii Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Hawaii

Similar businesses

Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Resolute Heart Holdings LLC

Providence, RI

Offices of Certified Public Accountants

$1.6M
SBA financing: ≈ $3.2M–$5.3M
Est. revenue (rough)

Mark A Frazier CPA & Assoc. Inc.

Chillicothe, OH· ~4520 mi

Offices of Certified Public Accountants

$1.4M
SBA financing: ≈ $2.8M–$4.7M
Est. revenue (rough)

Pathfinders Advisory

Fort Collins, CO· ~3354 mi

Offices of Certified Public Accountants

$1.5M
SBA financing: ≈ $3.0M–$4.9M
Est. revenue (rough)

KPCS, LLC

Billings, MT· ~3246 mi

Offices of Certified Public Accountants

$1.4M
SBA financing: ≈ $2.8M–$4.6M
Est. revenue (rough)

CFP Consulting, Inc

Odessa, TX· ~3481 mi

Offices of Certified Public Accountants

$1.4M
SBA financing: ≈ $2.8M–$4.7M
Est. revenue (rough)

Elida Craven CPA, PLLC

Seguin, TX· ~3751 mi

Offices of Certified Public Accountants

$1.4M
SBA financing: ≈ $2.8M–$4.7M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for My Personal CPA and Financial Planner LLC in Kapolei, HI (Offices of Certified Public Accountants). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $768K
On record FY2021
18 jobs supported
Industry: Offices of Certified Public Accountants
Location: Kapolei, HI
Lender: Capital Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in HI for ~$768k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/my-personal-cpa-and-financial-planner-llc-hi
API:: https://dealroom.so/api/public/businesses/my-personal-cpa-and-financial-planner-llc-hi
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is My Personal CPA and Financial Planner LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with My Personal CPA and Financial Planner LLC.