Kathleen Stephens, CRPC®
Solaris Wealth Management

Mobile 1: 808-234-4233
Mobile 2: 858-366-4998


Kathleen Stephens, CRPC® has a rich background shaped by her family’s immigration journey, her early financial responsibilities, and her passion for helping others with their finances. Her diverse experiences, including teaching and living abroad, contribute to her well-rounded perspective.

Her parents moved to Hawaii in the late 1970s from Seoul, Korea. Because they didn’t speak any English, Kathleen, at a young age, was required to do the family finances. Due to these responsibilities at an early age, she became passionate about helping other families with their finances.

Early in Kathleen’s career, she was educating young minds in finance and economics in Honolulu. This endeavor coupled with her family experience led her to begin a new career at Edward Jones in Mililani, HI, in 2008. She later moved to San Diego with her husband and two children. She continued her practice with Edward Jones and has been dedicated to assisting families with their financial planning needs. In 2024, Kathleen launched her own financial advisory firm, Solaris Wealth Management where her investment philosophy emphasizes a personalized approach, likening her care for clients to how she cares for her own family. She works closely with individuals and families or alongside their CPAs, attorneys and other professionals to determine the appropriate financial strategy for her clients.

Outside of the office, Kathleen enjoys spending time with her husband, Bryan, and two beautiful children, Alexander and Juliet. She enjoys hiking with her family and their two Siberian huskies Skye and Mochi.

She holds a Master’s degree of Education and a Bachelor of Science in Business Administration from Hawaii Pacific University. In 2020, she earned the professional designation of Chartered Retirement Planning Counselor℠ (CRPC®).


201 E Sandpointe, Suite 460
South Coast Metro, CA 92707



¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.