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MassMutual financial professional.

Kelsy Sonobe-Moritaemail

503-809-8331

Kelsy Sonobe-Moritaemail

503-809-8331

MassMutual Oregon

5885 Meadows Rd #850
Lake Oswego, OR 97035
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Professional Story

I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

Education

University of Hawaiʻi at Mānoa

Affiliations & Memberships

Delta Sigma Pi

Languages: English

Specialties:Insurance Strategies, Business Owners, LGBTQ, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

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