With over a decade of experience in the finance industry, Stephanie has dedicated her career to guiding individuals and families toward financial security. As a wealth manager, she is committed to providing comprehensive financial planning and investment strategies tailored to meet her client’s unique needs.

Stephanie’s journey in finance began with an accounting foundation and has since evolved into a passion for educating and empowering others to achieve their financial goals. She earned her Bachelor of Business Administration with a concentration in accounting from the University of Hawaii at Manoa, equipping her with a solid understanding of financial principles, accounting practices, and business strategies. After graduating, she quickly realized the importance of a comprehensive skill set and pursued her Certified Public Accountant (CPA) license to enhance her expertise.

Although not in public practice, Stephanie’s CPA credential has been invaluable in her role as a wealth manager, providing her with a deeper understanding of financial regulations and ethical standards, which are crucial when advising clients on their financial decisions.

Throughout her 11-year career in finance, Stephanie has accumulated extensive experience across various facets of the industry, including investment analysis and financial planning. These roles have contributed to her comprehensive understanding of wealth management, allowing her to develop a nuanced perspective on financial strategies, risk management, and investment opportunities. Over five years ago, she transitioned into wealth management, a field where she could directly impact individuals’ and families’ financial well-being.

As a wealth manager, Stephanie’s primary goal is to help clients navigate the complexities of financial planning, from wealth accumulation to retirement and legacy planning. Her holistic approach encompasses all aspects of a client’s financial life, ensuring they feel confident and secure in their financial future.

In her free time, Stephanie enjoys spending time with her family, exploring new hobbies, and staying active.