Life Stages Wealth Solutions

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Life Stages Wealth Solutions
Team photo for Life Stages Wealth Solutions

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Advisors

Advisor photo for Patrick Daily

Patrick Daily

Financial Advisor

Visit Patrick Daily's website
Advisor photo for Wayne T Kaneta

Wayne T Kaneta

CFP®, CLU®, ChFC®, CFS®, CLTC®, CMFC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Wayne T Kaneta's website
Advisor photo for Scott Endow

Scott Endow

Financial Advisor

Visit Scott Endow's website


Team

Cheryl J. Ferido

Cheryl J. Ferido

Client Service Coordinator

Qualifications

  • A.A. in Business Admin. - Heald College '13
  • Administrative Assistant: 2013 - Present
  • Direct Attention to detail and organization
  • Effective communication with clients and staff
  • Effective and efficient time management
  • Ability to multi-task

Roles & Responsibilities

  • Prepare correspondence for advisor signature
  • Conduct client appointment reminder calls, Copy and track all client and practice material
  • Schedule client appointments and agenda prep
  • Assist planning assistants, paraplanners, AFA
  • Perform other allowable duties assigned
  • Manage equipment and facilities, Act as back up to other staff
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Linda M. Kaneta

Linda M. Kaneta

Operations Specialist

Qualifications

  • BBA - University of Hawaii Manoa
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Kristi M. Kaneta MBA

Kristi M. Kaneta MBA

Financial Planning Assistant

Qualifications

  • • BBA - Pacific Lutheran University
  • • MBA - Pacific Lutheran University
  • • Notary Public
  • • HI Insurance License #504376
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