I am Rebecca Heron, the Client Relationship Manager at Honolulu Financial Partners. I make sure that you receive the attention that you want and deserve. I will check-in with you periodically to remind you of when it is time to review your financial plan or to invite you to one of our firm’s events!
I joined the Honolulu Financial Partners Family in 2015 & enjoy working closely with our team to ensure all of our clients are satisfied with the services that we provide. I also coordinate our ‘Second Saturday Divorce Education Workshop’, where a panel of local professionals will discuss the legal, financial, and psychological issues of divorce.
In my spare time, I enjoy practicing yoga, entertaining, creating new food recipes, & running races.
Please feel free to contact me at any time. I am happy to assist with:
- Scheduling regular meetings, discussions & teleconferences to review your account performance
- Updating Your Contact Information and ensuring account managers are aware of changes within clients.
- Providing you copies of your Account Statements, Tax Forms, Performance Reports
- Keeping you updated on our Upcoming Events & Seminars
I hope to establish a long-lasting relationship and I look forward to getting to know you and your family personally!