Shellane Ogoshi was recently inducted to the Hofstra University Athletics Hall of Fame and had her jersey retired. Top tier performance, commitment, and dedication were necessary for her success. Today she uses these same characteristics while serving individuals, business owners and their loved ones to attain confidence and clarity in their financial situation through individualized holistic planning. She proactively prepares clients for life events, both seen and unforeseen which benefits them and those they care about.
She currently partners with Karen Yasukawa and Susanne Millard, consulting to various Corporations, Foundations & Endowments, Retirement Plans, and high-net-worth and ultra-high-net worth individuals.
Prior to joining Raymond James, Shellane began her career at UBS Financial Services in New York. She was responsible for portfolio management and financial planning for ultra-high-net worth clients. Upon transferring to the UBS Honolulu office, she mastered her customization of financial plans for C-Suite executives, business owners, established professionals, along with governmental & military personnel.
In furthering her industry experience, Shellane attained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), and Certified Divorce Financial Analyst (CDFA®) professional designations, and holds her Life, Accident and Health Insurance license along with Series 7 and 66 licenses.
Shellane graduated with honors from Hofstra University earning her Bachelor of Business Administration in International Business with a minor in Finance. She obtained her MBA with a concentration in Finance shortly after that, while coaching Division I and Division II Women’s Volleyball and working full-time.
Shellane enjoys all aspects of outdoor life, spending time with her family as well as playing and coaching volleyball. She currently serves on the Young Executives Board for Special Olympics Hawaii, volunteers her time at local universities educating their students on how to make smart financial decisions and trains youth athletes who are looking to pursue higher education.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.