Drawing from over 30 years of investment industry experience, Stephen's mission is to deliver high-caliber, personalized client service, thoughtful guidance, and customized investment strategies for individuals, families, foundations, endowments, private and public institutions. He develops customized investment and wealth management plans that reflect his clients' risk tolerance, time horizon, long- term goals while addressing their wants and needs.
Stephen graduated with a Bachelor of Arts from Hawaii Loa College, now Hawaii Pacific University and holds Series 7, 8, 31, 63, and 65 securities registrations through LPL Financial as well as life and variable insurance licenses.