Kelley Baba Tom MBA, CFP®, CDFA®

I draw inspiration from my grandfather who grew up poor, he was the oldest of 7 kids so he stopped school after the 8th grade to help support his family.  After returning from the war, he started a slipper company and worked hard.  With the guidance of a financial advisor, he was able to achieve financial success, he was able to travel with my grandma, take his grandkids to Japan, and retire comfortably.  I'm grateful for his advisor and am passionate about helping others make smart financial decisions so they too can live their best lives.

With 14 years of experience in financial planning, I have had the pleasure of assisting individuals and families in achieving their goals.  I earned a BS in Speech from the University of Manoa and an MBA from California State Long Beach, as well as the CFP® and CDFA® designations.  I also hold several licenses, including Series 6, 63, 65, 7, and State Life and Health Insurance licenses for Hawaii, California, Utah, Virginia, and Washington.

During my interactions with people over the years, I have noticed gaps in financial knowledge, which is why I believe financial literacy should be taught in schools.  As a volunteer with Junior Achievement Hawaii, I teach kids at public schools across the island.  Giving back to the community is important to me, and I am privileged to be the president-elect of the Rotary Club of Kahala Sunrise, where we focus on helping children, seniors, and the environment.  In my free time, I enjoy spending time with my 5-year-old daughter, surfing, and biking.