Charlotte Keiko Teruya

Ms. Charlotte K.
Teruya, CPA, is a Senior Wealth Manager at Lee Financial Group Hawaii, Inc. She joined Lee Financial Group Hawaii in April 2014.
She is a member of the Hawaii Society of CPAs.
Prior to joining Lee Financial Group in April 2014, Ms. Teruya was employed as a Vice President & Fiduciary Wealth Advisor in the Private Client Services division at Bank of Hawaii where she helped high net worth individuals with wealth management and trust and estate planning.
Prior to that she also was a trust operations section manager.
She has financial managerial experience in public and private accounting.
Ms. Teruya received both her Bachelors and Masters in Accounting from the University of Hawaii and is a Certified Public Accountant.
She is a series 6, 63 and 65 FINRA registered representative and a State of Hawaii Life and Health Insurance producer.
She is also a graduate of the American Bankers Association's National Graduate Trust School and holds professional designations as a Certified Trust and Financial Advisor, Comprehensive Wealth Strategist.