Kira Robinson-Kates, Financial Advisor

Kira Robinson-Kates, Financial Advisor I'm a fourth-generation financial advisor and a Certified Financial Planner®. What can I say? Planning is in my blood!

I offer planning, investment management, and protection planning to those looking to take control of their financial future. I am licensed to sell insurance products in the following jurisdictions: CA, CT, FL, IL, MA, NH, NJ, NY, TX. Kira Robinson-Kates, domiciled in Massachusetts, California Insurance Lic. . I am registered to offer securities in the following jurisdictions: CA, CT, FL, MA, NY, IL, OH, NH, PA, TX, KS, MI

Goal setting—write it to achieve it. Did you know that there have been numerous studies showing that people who take the...
03/23/2022

Goal setting—write it to achieve it. Did you know that there have been numerous studies showing that people who take the time to write down their goals are much more likely to achieve them?

Whether personal, professional, or financial, one of my favorite tips is to "Write it down." Even better--include the steps you'll need to take to reach your dreams, track your progress, and hold yourself accountable.


Reflecting on and how far we’ve come and how far we still have to go. Thankful for all of the women who have paved th...
03/10/2022

Reflecting on and how far we’ve come and how far we still have to go. Thankful for all of the women who have paved the way for me to be a female business owner.

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100 William Street
Wellesley, MA
02481

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