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Lee Financial Group

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2756 Woodlawn Dr Ste 6-201, Honolulu, HI 96822

(808) 988-8088

Today: Closed
Tomorrow: 8:00 am - 4:00 pm
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Building Wealth and Trust in Hawaii since 1988

General Info

Lee Financial Group is a Hawaii based investment management firm offering services to a broad range of clients including individuals, trusts,estates, businesses, charitable organizations, and pension and profit sharing accounts.

Since 1988 we have focused on building a business that is rooted in strong family values and community values. At Lee Financial Group, we spend time with our clients, getting to know them and their concerns. Our entire staff is committed to servicing each client in a professional, honest and friendly manner. When you work with our firm, we hope you become part of our extended family.

With a breadth of experience, Lee Financial Group strives to help clients achieve their investment goals.


Regular Hours

Sat - SunClosed


Lee Financial Group is a Hawaii based investment management firm offering services to a broad range of clients including:

  • Individuals
  • Trusts
  • Estates,
  • Businesses
  • Charitable organizations
  •  pension and profit sharing accounts.

We specialize in the mutual fund marketplace and act as an investment manager for The Hawaii Municipal Fund, a no load municipal bond fund.  We are also the investment manager for the First Pacific Low Volatility Fund.

In addition, Lee Financial Group works with small and mid-sized companies to help them manage their retirement plan responsibilities.  We act as an ERISA 3(38) investment manager, managing turnkey systems for retirement plan operations.

Lee Financial Group is located in Manoa Valley in Honolulu Hawaii on the island of Oahu.


First Pacific Low Volatility, Hawaii Municipal Fund

Lee Financial Group is located in Honolulu Hawaii in the Manoa Marketplace on the second floor.


CEFEX, the Centre for Fiduciary Excellence, LLC



Mutual Funds, Retirement Planning Services, Financial Planning Consultants, Financial Services, Business Coaches & Consultants, Investment Management
Other Information

Specialties: Brochures, Retirement Planning, Market Research, Successions, Strategic Planning


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