Kellen Kaneshiro CPFA®

Financial Advisor

Kellen Kaneshiro is a seasoned financial advisor with a passion for helping individuals, families, and business owners design financial plans tailored to their unique goals and circumstances. With a career spanning nearly a decade in financial services and a diverse professional background, Kellen brings a practical, solution-oriented approach to his work.

Kellen's journey to financial advising began with roles in management and sales at Enterprise Rent-A-Car, Uline, and Groupon, where he honed his skills in leadership, relationship-building, and problem-solving. Since transitioning to financial services in 2014, Kellen has dedicated his career to empowering clients with the knowledge and strategies they need to navigate life's financial complexities.

A graduate of Pacific University in Forest Grove, Oregon, Kellen earned a Bachelor’s degree in Business Management with concentrations in Marketing and Accounting/Finance. He is also a proud three-year letterman on the university’s varsity basketball team. Kellen holds Series 6, 7, 63, and 65 licenses (all licenses are held through LPL Financial), as well as Life and Health insurance certifications and the Certified Plan Fiduciary Advisor (CPFA).

Beyond his professional responsibilities, Kellen is deeply rooted in his community. As the head varsity basketball coach at Hawaii Baptist Academy—his alma mater—he led his teams to ILH Division 2 Titles in 2022 and 2023 and was honored as Coach of the Year in both years.

In his free time, he enjoys spending time with his family, coaching, traveling, and golfing. Kellen lives in Hawaii with his wife, Dyan, their daughter, Carter, and their mini dachshund, Sophie.

Principles

Kellen’s approach to financial advising is guided by a core set of principles that reflect his upbringing, values, and commitment to his clients. Through this philosophy, Kellen approaches every client meeting with a focus on solving problems and delivering long-term value.

  • Family and Integrity: Rooted in a belief that success stems from hard work, humility, determination, and honesty, Kellen emphasizes putting family and trust first.
  • Solution-Oriented: He strives to address the root causes of financial challenges, focusing on meaningful solutions rather than temporary fixes.
  • Collaboration and Independence: Kellen works as part of a team, often collaborating with CPAs, attorneys, and other professionals to provide comprehensive and objective financial strategies.
  • Transparency and Clarity: He prioritizes clear communication, ensuring clients fully understand their financial plans and the steps to achieve their goals.
  • Customized Strategies: Every financial plan is tailored to reflect the unique needs and aspirations of the individual or business.
  • Outcome-Driven: Kellen’s ultimate goal is to help clients transition from knowing what to do to confidently taking action.