What departments does Milestone Wealth have?

Milestone Wealth has employees across 1 departments including Finance.

What is the largest department at Milestone Wealth?

The largest department at Milestone Wealth is Finance with 1 employees.

Where are Milestone Wealth employees located globally?

Milestone Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Milestone Wealth's team size changed over time?

Milestone Wealth's team has decreased from approximately 11 to 10 employees based on available data.

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Milestone Wealth Employee Directory

Q: Who are Milestone Wealth's key employees and leadership?

Milestone Wealth's key employees include: Founder: C. N..

Financial ServicesHawaii, United States11-50 Employees

Milestone Wealth Management operates in the financial services sector, offering guidance on retirement planning through a variety of investments and insurance products and services. The firm aims to help clients address financial needs and concerns by developing well-considered strategies tailored to their retirement goals. Based in Honolulu, Hawaii, the company serves individuals seeking retirement planning assistance and related financial solutions, positioning itself as a local advisor within a broader industry of wealth management and financial planning. The organization is a mid-sized firm, reflecting a focus on personalized service for clients in its region. A recent development noted is its ongoing operation and service provision from its Honolulu location, without detailing financial performance.

Milestone Wealth Global Highlights

North America
13

United States Of America
13

Milestone Wealth's Leadership

C. N.
Founder
Mobile Phone
Email
D. H.
Wealth Manager
Mobile Phone
Email
V. S.
Senior Financial Advisor
Mobile Phone
Email

Milestone Wealth Employee Metrics

100%

50%

2026

2025

Business
Banking
Community & Social Services
Consultant
Accounting
Other

Contact profiles from Milestone Wealth

Name

Title

Contact Info

Location

Last Update

C. N.
Founder
Mobile Phone
Email
United States
Jun 24, 2026
D. H.
Wealth Manager
Mobile Phone
Email
United StatesNorth Carolina
Mar 25, 2026
V. S.
Senior Financial Advisor
Mobile Phone
Email
Sep 10, 2025

Frequently Asked Questions

What is Milestone Wealth known for?

Milestone Wealth was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 1003 Bishop Street Suite 2700 Honolulu, Hawaii 96813 United States; you can contact the main corporate office by phone at

+1-808-638-****

. Explore Milestone Wealth's company overview page for more information.

What is Milestone Wealth's most common email format?

Milestone Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Milestone Wealth email formats with LeadIQ.

How many employees does Milestone Wealth have currently?

Milestone Wealth has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Milestone Wealth's key employees and leadership?

As of July 2026, Milestone Wealth's key employees include:

Founder: C. N.
Wealth Manager: D. H.
Senior Financial Advisor: V. S.

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Milestone Wealth Employee Directory

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