Stephanie works with a broad range of individuals and families, helping clients navigate comprehensive financial planning, investment management, and retirement planning.

She takes a comprehensive and personalized approach to planning, with work that is designed to help clients navigate financial decisions with greater clarity and confidence.

Stephanie earned a B.B.A. in Accounting from the University of Hawaii at Manoa. Her background in accounting and financial analysis supports a thoughtful and goal-oriented approach to helping clients pursue long-term financial security.

Outside of work, Stephanie enjoys spending time with family, exploring new hobbies, and staying active.

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