Life Stages Wealth Solutions

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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

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Advisors

Wayne T Kaneta

CFP®, CLU®, ChFC®, CFS®, CLTC®, CMFC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Wayne T Kaneta's website

Patrick Daily

Financial Advisor

Visit Patrick Daily's website


Team

Linda M. Kaneta

Linda M. Kaneta

Operations Specialist

Qualifications

  • BBA - University of Hawaii Manoa
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Cheryl Ferido

Cheryl 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 practice materials
  • Schedule client appointments and agenda
  • 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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Kristi M. Kaneta

Kristi M. Kaneta

Financial Planning Assistant