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Charlotte Keiko Teruya
Portefeuillebeheerder-Aandelen bij Lee Financial Group Hawaii, Inc.
Profiel
Ms. Charlotte K.
Teruya, CPA, is a Senior Wealth Manager at Lee Financial Group Hawaii, Inc. She joined Lee Financial Group Hawaii in April 2014.
She is a member of the Hawaii Society of CPAs.
Prior to joining Lee Financial Group in April 2014, Ms. Teruya was employed as a Vice President & Fiduciary Wealth Advisor in the Private Client Services division at Bank of Hawaii where she helped high net worth individuals with wealth management and trust and estate planning.
Prior to that she also was a trust operations section manager.
She has financial managerial experience in public and private accounting.
Ms. Teruya received both her Bachelors and Masters in Accounting from the University of Hawaii and is a Certified Public Accountant.
She is a series 6, 63 and 65 FINRA registered representative and a State of Hawaii Life and Health Insurance producer.
She is also a graduate of the American Bankers Association's National Graduate Trust School and holds professional designations as a Certified Trust and Financial Advisor, Comprehensive Wealth Strategist.
Actieve functies van Charlotte Keiko Teruya
Bedrijven | Functie | Begin |
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Lee Financial Group Hawaii, Inc.
![]() Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Portefeuillebeheerder-Aandelen | 01-04-2014 |
Opleiding van Charlotte Keiko Teruya
University of Hawai'i at Hilo | Graduate Degree |
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Bedrijven in privébezit | 1 |
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Lee Financial Group Hawaii, Inc.
![]() Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Finance |