Kela Holt, CTFA, RA
Kela Holt opened Hawaii Fiduciary Services, LLC to provide private fiduciary services in Hawaii. Her fiduciary experience spans over 20 years as a founding principal of a private fiduciary company and as an Assistant Vice President at Bank of Hawaii Trust Department. Kela is committed to serving as a private fiduciary helping families settle estates and trusts.
Her work experience also includes working in the financial services industry as an account representative with a Series 7 license for Merrill Lynch and Ameriprise Financial and as an insurance agent for Hawaiian Life Insurance Company. Recently, Kela broadened her knowledge of real estate and received a real estate license. This background blending trust, financial, and real estate services gives her a unique advantage preserving or liquidating all types of assets.