Lisa's Contact Information
Phone: (808) 791-1444
Email: [email protected]
Lisa's Favorite Quote
"Do the best you can until you know better. Then when you know better, do better"
- Maya Angelou
Lisa's Education
Juris Doctorate Degree
The William S. Richardson School of Law
The University of Hawaii at Manoa
Bachelor's in English, Business Administration Minor
The University of Hawaii at Manoa
Iolani School
Lisa Y. Tellio, CFP®, JD, CTFA
Senior Financial Advisor
About Lisa Y. Tellio
Lisa joined Hawaii Partners 3D Wealth Advisors as Senior Financial Advisor in September 2024. She is a former estate planning attorney who holds the designations of Certified Financial Planner® and Certified Trust and Fiduciary Advisor.
Born and raised in Kaneohe, Hawaii, Lisa is a graduate of Iolani School and the University of Hawaii at Manoa, where she received her bachelor’s in English with a minor in Business Administration. She went on to attend the William S. Richardson School of Law, where she received her juris doctorate degree. After law school, Lisa practiced at Honolulu law firms, Ashford & Wriston and Goodsill, Anderson, Quinn & Stifel, where she concentrated her practice in the areas of estate planning, probate and trust administration and trust litigation. Subsequently, she left private practice to serve as Fiduciary Trust Manager in the Trust Division at Central Pacific Bank. Lisa is currently an officer of the Board for the Hawaii Estate Planning Council.
In her free time, Lisa enjoys spending time with her family and doing outdoor activities like hiking, playing pickleball and going to the beach.
Lisa Y. Tellio, CFP®, JD, CTFA
Senior Financial Advisor
Phone: (808) 791-1444
Email: [email protected]
"Do the best you can until you know better. Then when you know better, do better"
- Maya Angelou
Juris Doctorate Degree
The William S. Richardson School of Law
The University of Hawaii at Manoa
Bachelor's in English, Business Administration Minor
The University of Hawaii at Manoa
Iolani School
About Lisa Y. Tellio
Lisa joined Hawaii Partners 3D Wealth Advisors as Senior Financial Advisor in September 2024. She is a former estate planning attorney who holds the designations of Certified Financial Planner® and Certified Trust and Fiduciary Advisor.
Born and raised in Kaneohe, Hawaii, Lisa is a graduate of Iolani School and the University of Hawaii at Manoa, where she received her bachelor’s in English with a minor in Business Administration. She went on to attend the William S. Richardson School of Law, where she received her juris doctorate degree. After law school, Lisa practiced at Honolulu law firms, Ashford & Wriston and Goodsill, Anderson, Quinn & Stifel, where she concentrated her practice in the areas of estate planning, probate and trust administration and trust litigation. Subsequently, she left private practice to serve as Fiduciary Trust Manager in the Trust Division at Central Pacific Bank. Lisa is currently an officer of the Board for the Hawaii Estate Planning Council.
In her free time, Lisa enjoys spending time with her family and doing outdoor activities like hiking, playing pickleball and going to the beach.