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Losses hurt more than equivalent gains help.®
“I try to help my clients manage their investments and trust/estate the way I wanted my parents to be serviced with a trusted advisor. “
Charlotte Teruya-Westcott
Senior Wealth Manager
Experience
Charlotte joined Lee Financial Group Hawaii in 2014. Prior to joining LFG, she was a Vice President and Wealth Advisor in the Private Client Services division of Bank of Hawaii where she helped high net worth individuals with wealth management and trust and estate planning.
Registrations/Licenses/Certifications
- Series 65 FINRA registered representative
- State of Hawaii Life and Health Insurance producer
- Certified Public Accountant (CPA-not in public practice)
- Certified Trust and Financial Advisor™ (CTFA)
- Comprehensive Wealth Strategist™ (CWS)
Education
- Bachelor of Business Administration in Accounting, University of Hawaii at Manoa
- Master of Accounting, University of Hawaii at Manoa
- Graduate, American Bankers Association’s National Graduate Trust School
Memberships/Community
Charlotte is a member of the Hawaii Society of CPAs. She was formerly an active volunteer with Project Dana, providing support to Hawaii’s kupuna and their caregivers.
When I’m not working …
I enjoy watching movies and international TV series such as “The Great British Baking Show,” British mysteries, and the Japanese series, “Old Enough.”
Check the background of this investment professional on FINRA’s BrokerCheck.
