Charlotte works with those in retirement and multi-generational families, helping clients navigate estate planning coordination, investment management, and retirement planning.

She takes a comprehensive and client-centered approach to planning, with work that is centered around helping clients feel prepared for every stage of life.

Charlotte earned a B.S. in Business Administration and a Master’s in Accounting from the University of Hawaii. Her background in accounting, trust services, and financial planning supports a thoughtful and well-rounded approach to helping clients navigate important financial decisions.

Outside of work, Charlotte enjoys traveling, watching movies, trying new restaurants, and spending time with family.

Serving clients throughout Honolulu and the surrounding areas, including Kapolei, Hawaii Kai, Kahala, Kaneohe, Kailua, Pearl City, Kalama Valley, Mililani, Aiea, and neighboring islands.