Roxy of WestPac Wealth Partners

Biography:

Roxy was born and raised in Hawaii and attended Claremont McKenna College, graduating with a degree in Biochemistry. Exploring various careers, she met many individuals along the way who were complacent or uncertain about their financial health, no matter their age, background, or career achievements. At WestPac Wealth Partners, she found her passion in helping others make well-informed decisions about their finances by offering new perspectives to previously unconsidered possibilities.

Every individual’s situation is unique, changing with time. It is a common misconception to hope that a one-time meeting to create a plan will provide financial security. Financial confidence arises from an ongoing process following sound financial principles. Roxy and her team help their clients reach financial balance through thoughtful preparation, building resilience to uncertainty, and positioning them to take advantage of the opportunities life presents.

Professionally, Roxy is a proud member of the global Million Dollar Round Table® and National Association of Insurance and Financial Advisors. She is also enthusiastically engaged with the Organization of Women Leaders, Nā Wāhine Pā'ani o Punahou and the Rotary Club of East Honolulu, which allow her to actively empower other women and girls.

In her free time, Roxy enjoys baking, painting, and spending time with her family and dog. She loves meeting new people and learning about their life experiences because she can always find something inspiring in their stories. It is truly rewarding for her to have the chance to become a part of someone’s life and help them accomplish what matters most to them.