“I like knowing that we are helping people at all phases of their lives move toward financial goals.”
Stephanie Kuwaye
Wealth Manager
Experience
Stephanie joined Lee Financial Group Hawaii in 2013 where she has helped the organization with administrative and compliance support, and is now a Wealth Manager. Previously, Stephanie conducted audit work at a CPA firm and assisted with accounting, operations, and IT at Easter Seals Hawaii.
Education
- Bachelor of Business Administration in Accounting, University of Hawaii at Manoa
Registrations/Licenses
- Series 66 FINRA registered representative
- State of Hawaii Life and Health Insurance producer
- Certified Public Accountant (CPA-not in public practice)
Community
Stephanie is a volunteer mentor with the UH School of Accountancy Mentorship Program and a member of the Hawaii Society of CPAs.
Tidbit
Stephanie grew up in Kaimuki but lived in Kentucky for a few years before returning to her true home in Hawaii.
When I’m not working …
I’m golfing, swimming, or playing pickleball, as well as spending time with friends and family enjoying nature’s beauty.
