Kelly M Shota-Franklin

Kelly M Shota-Franklin

CFP®, ChFC®, CRPS®
Aina Haina Professional Bldg 850 West Hind Drive Suite 214b Honolulu, HI 96821 call Kelly M Shota-Franklin at (808) 373-7489
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I find daily inspiration in helping to create success and overseeing financial strategies that make a meaningful difference in my clients’ lives. As a dedicated financial advisor for the past two decades, the experience I have gained by serving a wide range of clients has led me to embrace thoughtful, consistent and strategic planning as the key to achieving positive financial outcomes.

Using an established process, I analyze my clients’ goals, needs and the components that make up their financial picture. My clients have complex needs, and I work with them and their CPAs and attorneys to create comprehensive financial strategies that will evolve over the course of their lives.

I absolutely love what I do each and every day. My positivity, experience and accessibility have contributed to significant client referrals, allowing me to work with a wide range of individuals as well as business owners and multi-generational families.

To deepen my knowledge, I have obtained advanced financial certifications, including CFP®, ChFC® and CRPS®, which require intensive study, meeting high ethical standards and ongoing education to remain current with the ever-changing financial landscape.

Giving back and making a difference is what makes me thrive. Beyond my work with clients, I serve in numerous leadership and mentorship roles within the firm and am a mom to four children—a 12-year-old and 10-year-old triplets.

I partner with my Branch Office Administrator, Kiara Leong, to ensure that all of our clients receive exceptional service. With a heightened attention to detail, she has a genuine interest in your well-being and is only a phone call away if you need anything. Outside of work, Kiara is a long-time hula dancer who also loves spending time with her family.

To learn more about how my team and I can help you organize, simplify and optimize your financial life, contact my office today. I look forward to meeting you.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

Office Information

Office Address

Aina Haina Professional Bldg 850 West Hind Drive Suite 214b Honolulu, HI 96821

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Branch Team

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