Edward Jones - Financial Advisor: Kelly M Shota, CFP®|ChFC®|CRPS™

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Kelly M Shota is a Certified Financial Planner (CFP®) and financial advisor based in Honolulu, Hawaii. She specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, Kelly emphasizes the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking for personalized financial guidance to help them achieve long-term financial success.

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