Kelly D. Fong, CFP<sup>&reg;</sup> - Financial Advisor

Kelly D. Fong, CFP®

CFA®,

VP & Financial Advisor

Bankoh Investment Servicess

130 Merchant St. CC#475
Honolulu, HI 96813
(808) 594-2650

General

Kelly Fong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bankoh Investment Servicess in Honolulu, HI and the surrounding communities.

Financial Advisor Experience

-Over 15 years of financial planning related experience, primarily in investments, including: -10 years as published sell side equity analyst at bulge bracket firms such as Merrill Lynch and Lehman Brothers -Six years of portfolio management experience, including two years as manager of high net worth portfolio management team -Two years as team leader of high net worth advisory team

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances

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