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  2. Stephanie Kikawa

Stephanie Kikawa

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Stephanie Kikawa
Administrative Assistant
E-mail: 
stephanie.kikawa@ceteraadvisors.com

 

 

 

How Can She Help You?

Stephanie brings comprehensive administrative support services to the clients and JMB Financial Managers team members she serves. She is extremely detail oriented and a creative problem solver.

What Makes Her Knowledgeable?

She has more than a decade of deep experience providing administrative support and superior client service including data management, record keeping, scheduling, and facilitating incoming and outgoing communication.

Prior to joining the JMB Financial Managers team, she worked in an administrative support role at the Riverside County School District and Office of Education. She was also a Customer Service Assistant at Fullerton Community Bank.

She has a California insurance license and recently passed the Securities Industry Essentials® (SIE®) Exam.

Getting to Know Her

Stephanie lives in Huntington Beach with her family. In her free time, she supports environmentally responsible recreation in the eastern Sierras and enjoys attending family activities. She also plays drums and the violin, enjoys backpacking, and is an accomplished Wedding Cake and French Pastry maker.

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Contact info

  • 6 Hutton Center Drive, Suite 1280 Santa Ana, CA 92707
  • 949.251.3544
  •   jack.brkich@ceteraadvisors.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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