Shellane (Ogoshi) Howard 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 anticipated and unforeseen, which benefits them and those they care about.
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 and established professionals, along with governmental & military personnel.
In furthering her industry experience, Shellane attained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary (AIF ®), 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 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.