Charlotte joined Lee Financial Group Hawaii in 2014. She most recently served as Vice President and 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 Charlotte also was a trust operations section manager.
Born and raised in Honolulu, Charlotte received both her Bachelors and Masters in Accounting from the University of Hawaii and is a Certified Public Accountant (CPA). Charlotte 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™ (CTFA), Comprehensive Wealth Strategist™ (CWS).
Charlotte is a member of the Hawaii Society of CPAs and has financial managerial experience in public and private accounting. In her spare time, she enjoys yoga, movies, reading, traveling, and golf.
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