Origin Financial Group2026-06-18T16:53:13+00:00

Life’s Next Adventure is Waiting. Start Planning for Your Retirement with

Origin Financial Group

About

Origin Financial Group

Work with a partner who will provide an investment experience tailored to you.

Money is personal. We believe investor deserve professional guidance that provides them with a customized financial strategy focused in their individual needs and objectives.

Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.

Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.

Empowering Your Retirement

Meet The Team

Gene I. Watanabe ChFC, CLU

Founder / CEO

For Gene, financial planning is far more than a profession it is a lifelong passion for helping people navigate their most important milestones with confidence. He understands that the financial world can often feel overwhelming, which is why he specializes in taking complex strategies and simplifying them into clear, actionable paths. By cutting through the noise and conflicting advice often found in the industry, Gene serves as a dedicated fiduciary, providing a single, trusted voice focused entirely on his clients’ best interests.

This commitment to the future is a true family endeavor. As a generational business, Gene works alongside his son Ian, offering the families he serves a unique blend of veteran experience and long-term continuity. While he works with clients navigating sophisticated wealth strategies, Gene remains deeply rooted in his community. He takes immense pride in helping his neighbors and local families master their retirement planning, ensuring their financial future is secure for a lifetime and beyond.

Gene’s mission is to help his clients find the “proper blend” of growth-oriented investments and principal-protected solutions. He builds resilient portfolios designed to protect your standard of living, ensuring income remains steady even when markets fluctuate or taxes and inflation rise.
Outside of the office, Gene’s life is defined by the same values of connection and balance that he brings to his practice. He is at his happiest when spending quality time with his family or staying active in the great outdoors. Whether he is traveling to discover new places, hitting the links for a round of golf, or simply enjoying the community he calls home, Gene believes in making the most of every moment.

Senior Wealth Advisors

Learn More About

Our Financial Solutions

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

Click on a step below to learn more.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

Our Financial Services

Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.
Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.

Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Through our retirement planning process, we will review your current income situation and analyze potential income in retirement. We work with you to develop a strategy designed to provide sustainable income throughout your lifetime. We’ll help you evaluate your Social Security options and seek to increase the benefits for your situation.

If you have a pension, we will guide you through the options available and help you make an informed decision. Our process also addresses other considerations, such as potential impacts from inflation, taxation, or the loss of a spouse.

Develop strategies to protect assets against the effects of inflation.

Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes.” We can’t control the first, but we can help you potentially reduce the second.

Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.

Safeguard your loved ones and your home with mortgage protection so they can afford to keep your family’s home.

Social Security timing strategies involve strategically evaluating when to claim benefits and coordinating with other income sources to help increase your potential lifetime payments.

The decision of when to claim Social Security is complex and can significantly impact your retirement income. We provide a comprehensive analysis to help you understand how different timing choices may affect your long-term financial health.

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Our Educational Events

At Origin Financial Group we believe in the value of financial education and accessibility. We provide resources through digital education platforms designed to help you make informed decisions. We believe an informed client is better positioned to pursue their financial goals. Click here to subscribe to the Origin Financial Group newsletter.

UPCOMING EVENTS

Events in August 2026

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    Our Guides and Blog

    Financial Educational Literature

    Ultimate 401(k) Guide
    How to Take Control of Your 401(k) Before and After Retirement

    The 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely rely on it, among other income sources, for many more decades in retirement. The potential tax benefits and power of compound returns can make it a great savings and investment tool for retirement.

    Browse Our Blog

    Financial Retirement-Age Milestones: Social Security Eligibility and Penalty-Free Withdrawals

    Managing one’s financial future can be a complex task, especially when considering the multiple key age milestones involved. Two of the most important are attaining eligibility for Social Security benefits and reaching the age for penalty-free withdrawals from retirement accounts. Understanding these aspects is helpful in working toward an independent retirement. […]


    Investment [...]
    July 20th, 2026|

    What’s a Risk Score?

    Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.

    It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.

    To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

    Risk-Tolerance

    Intelligent, Disciplined Investing
    with AssetLock®

    AssetLock® is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.

    This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.

    Contact Origin Financial Group

    At Origin Financial Group, we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.

    Schedule Your Complimentary Retirement Review

    At Origin Financial group our approach goes beyond investment management.
    We focus on helping you strengthen your retirement strategy.

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