Danielle Lum
Financial Advisor
130 Merchant St., #475, Honolulu HI, 96813
Phone: 808-694-6561
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More About Danielle
Danielle is a Vice President and Financial Advisor for Bankoh Investment Services, Inc. Danielle has 5 years of experience in the financial services industry and specializes in helping clients achieve their long-term financial goals which include, planning for retirement, estate planning, preparing for the unexpected, and overall financial wellness. Prior to becoming a financial advisor Danielle started her career as a marketing and business development manager for a successful local business here in Hawaii.
Danielle holds the Series 7, 66, and the State of Hawaii Life and Health Insurance Licenses.
Danielle lives on the Windward side of Oahu and outside of work she enjoys spending time with her family and friends, along with going to the beach, staying active outdoors, and traveling.
Advisor on our Investment Strategies Team
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