Stephanie Kikawa

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 serves as President of the Music Parent Association, a non-profit organization dedicated to enhancing music education in schools. She also plays drums and the violin, enjoys backpacking, and is an accomplished Wedding Cake and French Pastry maker.