Terry Lee
Terry Lee

Terry Lee • President/CEO
Where should I go from here? That’s the question clients most often ask us. We believe the answer combines your goals with our values. Lee Financial Group has provided professional investment advice to Hawaii families since 1988. During this time, we have been able to guide our clients toward their financial goals by applying several key lessons that I learned early in my career.

Thinking long-term and strategic – I have learned that there is a distinct difference in how advice is given to the institutional investor with millions of dollars and the average individual investor. Time has shown that short-term, haphazard investing does not produce the same results as a long-term plan that is tailored to you and your best interests.

Serving your unique needs – I understood how a diversified stock portfolio could help clients address their exposure to risk, and I expanded that strategy to other financial products in order to offer you a diversified portfolio strategy that is customized to your changing needs. Getting to know you and your family will be a privilege.

Staying true to our local values – I was born and raised in Hawaii, and it’s important to me that we conduct ourselves with integrity and respect. Even in our high-tech world, we still believe nothing compares with meeting our clients face-to-face and being able to do business over a good, old-fashioned handshake.

These lessons guide us daily as we serve more than 3,000 clients at Lee Financial Group. Rest assured that you will never be just a number to us. Whether you are a new or existing client, our wealth managers and staff welcome each opportunity to serve you with the highest standards of excellence, respect and Aloha as a valued member of our family.

Our team is here to educate, advise and assist you. Combining your goals with our expertise, we will work closely with you to chart a plan for your financial future.