FINANCIAL ADVISOR
CallSend Me a MessageKelly M Shota
CFP®, ChFC®, CRPS™
Aina Haina Professional Bldg, 850 West Hind Drive Suite 214b, Honolulu, HI 96821opens in a new window
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®CRPS™
Chartered Retirement Plans Specialist™
Team Members
Kiara LeongSr. Branch Office Administrator
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