Kelly D. Fong, CFP® CFA®

More About Kelly D.

Kelly D. Fong is Vice President and Senior Financial Advisor for Bankoh Advisors. In 2008, he started advising individual and institutional clients on financial planning and investment management matters.

He has held various roles at Bank of Hawaii, including manager of portfolio management and private banking team leader. Prior to joining Bank of Hawaii, Kelly spent several years as an equity research analyst for a wealth management firm and a global financial services firm. A Bay Area native, Kelly graduated from the University of California, Berkeley with an economics degree.

Kelly holds a CERTIFIED FINANCIAL PLANNER®, Chartered Financial Analyst® designation, and holds the FINRA Series 7, 63, 86, 87, and the State of Hawaii Life and Health Insurance licenses.

Kelly lives in Nuuanu with his wife and children. In his spare time, he and his wife operate a doggie day care and training facility. They have four mastiffs, two bulldogs, two miniature horses and a miniature goat of their own.