Skip to main content

Our financial advice team


Kelly T Maeshiro, Financial Advisor serving the Honolulu, HI area - Ameriprise Advisors

Kelly T Maeshiro

Ph.D.

Financial Advisor

Ho'ea - Wealth Advisory Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • B.A., Comparative Study of Religion, Harvard University, Cambridge, MA
  • M.A., Christian Social Ethics, Union Theological Seminary, New York, NY
  • M.Phil., Philosophy of Religion, Union Theological Seminary, New York, NY
  • Ph.D., Philosophy of Religion, Union Theological Seminary, New York, NY

Awards & recognition

  • Ho'ea - Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams; #1 in Hawaii, 2024-2025
  • Ho'ea - Wealth Advisory Group, Forbes Top Wealth Management Teams: Private Wealth, 2022-2024

Professional associations

  • Rotary Club of Pearlridge
  • Chamber of Commerce Hawaii

Community participation

  • Young Okinawans of Hawaii
  • Pearl City Lions Club
  • Harvard Alumni Association

Interests

  • Reading (especially philosophy, science, and finance)
  • Classical music
  • Nature
  • Running