Broker Check
Kelley Baba Tom MBA, CFP®, CDFA®

Kelley Baba Tom MBA, CFP®, CDFA®

President, Certified Financial Planner

Kelley was born and raised in Hawaii. She graduated from Pearl City High School. Kelley earned a BS in Speech from the University of Manoa. Furthering her education, she earned a MBA from California State Long Beach. Kelley is a Certified Financial Planner with over 13 years of experience as a financial advisor.

Kelley lives an active lifestyle and enjoys being outside and spending time with family and friends. She enjoys biking every weekend, surfing and hiking.  She is married to Randall and they have a 4 year old daughter, Kaylee.  

She was inspired by the financial advisor who helped her grandparents.  Her grandpa was the oldest of 7 kids, they grew up poor so he stopped school after the 8th grade to help support the family.  After he came back from the war, he started a slipper company, they made slippers and sold them to stores all over the island.  Along the way, they met a financial advisor who gave them the sound advice of putting away money, making certain investments, and planning for the future.  Through that, they were able to do things they enjoyed such as traveling, taking their grandkids to Japan, and had a very comfortable retirement.  She is very grateful for that financial advisor who helped them make smart decisions so that they could enjoy the fruits of their labor.  That's what inspired for to be a financial advisor, to help others be able to live their best life.

Giving back to the community is very important to Kelley and is the president elect for the Rotary Club of Kahala Sunrise.  She is proud of the work she does with the club and focuses on helping keiki and kupuna.

Check the background of this investment professional on FINRA's BrokerCheck.