My parents came to Hawaii in the late 1970s from Seoul, Korea and didn't speak any English. At a young age, my family relied on me to do the finances. I remember interpreting bills, writing checks and budgeting our checkbook. Due to these responsibilities at an early age, I became passionate about helping other families with their finances.
I started my career at Edward Jones in 2008 in Mililani, HI. Prior to that, I was educating young minds in finance and economics in Honolulu. I have taught English in Iwate, Japan and studied abroad in Seoul, Korea.
My family and I moved to San Diego in 2013. My husband, Bryan, is retired from the U.S. Navy Reserves as a Chief Petty Officer and currently a Senior Cybersecurity Engineer. We have two beautiful kids, Alexander and Juliet. I am currently involved at my kids' school through the PTA, odyssey of the mind, Lego club and yearbook.
My philosophy to investing is that I take care of you like I take care of my family. In my branch, we work together in building your family's retirement future. We work closely with your CPA, attorney and other professionals to determine the appropriate financial strategy for your family.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
- LGBT Finances
My Personal Interests
- Real Estate
Phone NumberKathleen Stephens at (858) 794-7399
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