As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
In 2006, I began my career in the financial services industry. I joined Edward Jones as a financial advisor in 2010, serving the branch office in Pearl City.
I attended Pacific University in Oregon and graduated in 2008 with a bachelor's degree in business administration, with an emphasis in accounting and finance. I currently hold the AAMS® designation, which the College for Financial Planning awards to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
To support the growth of Edward Jones, I have served the firm as a recruiting leader, a level coach for new financial advisors, and as the women's initiative for new growth strategies leader. I am also active in the local community serving as an assistant coach for the Pearl City High School boys varsity soccer team.
My senior branch office administrator, Kelly Zablan, has 20 years of experience and is dedicated to providing you with the highest level of service. Additionally, we would like to introduce branch office administrator, Aileen Acidera, as a new member of our team. Aileen has over 10 years of administrative and client experience.
We provide highly personalized service - all aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. At Edward Jones, we're focused on you. We provide the investments, services and tools our clients need to work toward their financial future.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Coaching Sports
- Community Outreach
Office Address98-1256 Kaahumanu St Ste E202
Pearl City, HI 96782
Phone NumberChristopher C Lee at (808) 454-1932
|Mon||07:00AM - 04:00PM|
|Tue||07:00AM - 04:00PM|
|Wed||07:00AM - 04:00PM|
|Thu||07:00AM - 04:00PM|
|Fri||07:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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