Danielle Lum

More About Danielle

Danielle Lum is a Financial Advisor for Bankoh Advisors. Danielle has 5 years of experience in the financial services industry and focuses on helping clients work towards their long-term financial goals which include, planning for retirement, estate planning*, preparing for the unexpected, and overall financial wellness. Prior to becoming a financial advisor Danielle started her career as a marketing and business development manager for a successful local business here in Hawaii. 

Danielle holds the Series 7, 66, and the State of Hawaii Life and Health Insurance Licenses.

Danielle lives on the Windward side of Oahu and outside of work she enjoys spending time with her family and friends, along with going to the beach, staying active outdoors, and traveling.

*Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.