LeadIQ logo
Learn more at LeadIQ.com
Diamond Head Financial Advisors logo

Diamond Head Financial Advisors Employee Directory

Financial ServicesHawaii, United States2-10 Employees

Diamond Head Financial Advisors LLC is a Hawaii-based investment advisory firm founded by Steven Connell, a former partner at the Capital Group Companies. The firm offers a range of portfolio approaches designed to align with different risk tolerances and income needs, including an income-oriented Early Retirement Portfolio, a Conservative Growth portfolio, a Value strategy, and a Total Return strategy, with investments managed in separately housed third-party accounts that clients can verify. The company emphasizes its in-house research and portfolio management, handling performance discussions directly rather than outsourcing to mutual funds, and maintains a commitment to transparent, collaborative client relationships. Based in Honolulu, the firm operates on a small scale with a locally centered team and hosts weekly investment meetings to provide clients with direct insight into fund management.

Find Diamond Head Financial Advisors employees' phone numbers or email addresses

Diamond Head Financial Advisors Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    5
  • Canada
    1

Diamond Head Financial Advisors's Leadership

  • Stylized image of a person
    K. R.
    Assistant
    Mobile Phone

Diamond Head Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Diamond Head Financial Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. R.
    Assistant
    Mobile Phone
    United StatesSouth Carolina
    Apr 13, 2026

Frequently Asked Questions

What is Diamond Head Financial Advisors known for?

Minus sign iconPlus sign iconDiamond Head Financial Advisors was founded in 2009 operates in the Financial Services industry. Explore Diamond Head Financial Advisors's company overview page for more information.

What is Diamond Head Financial Advisors's most common email format?

Minus sign iconPlus sign iconDiamond Head Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Diamond Head Financial Advisors email formats with LeadIQ.

How many employees does Diamond Head Financial Advisors have currently?

Minus sign iconPlus sign iconDiamond Head Financial Advisors has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Diamond Head Financial Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Diamond Head Financial Advisors's key employees include:

  • Assistant: K. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.