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Losses hurt more than equivalent gains help.®
“I believe in treating people the way you expect to be treated and always smile … it’s free!”
Kathy Lum
Vice President
Senior Wealth Manager, AIF ®
Experience
Kathy joined Lee Financial Group Hawaii in 2005, after having managed the Kahala branch of Charles Schwab. She has more than 30 years of experience in the financial services industry.
Registrations/Licenses/Certifications
- Series 65 FINRA registered representative
- State of Hawaii Life and Health Insurance producer
- Accredited Investment Fiduciary (AIF®)
Community
Kathy is the 2023-2024 President for the Mililani Sunrise Rotary Club and was formerly involved as a volunteer mentor and career coach at the YMCA Honolulu.
When I’m not at work …
I’m doing my daily bootcamp workouts, walking my Aussiedoodle, volunteering at Rotary community events, and golfing with my husband.
Check the background of this investment professional on FINRA’s BrokerCheck.
