About - Kira Robinson-Kates, CFP®

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Welcome!

I'm a fourth-generation financial advisor holding a Certified Financial Planner® designation. I offer financial planning, investment management, and protection planning to those looking to take control of their financial future. My goal is to make complex financial decisions as straightforward and actionable as possible. Let's create your roadmap today.

Learn About My Mission

Professional Bio

A Phi Beta Kappa graduate of Johns Hopkins University, Kira is a fourth-generation financial planner as she follows in the footsteps of her father, grandfather and great grand‐father. Planning is simply in her blood. It is Kira’s passion and attention to detail which have earned her the distinctions of Baystate Financial’s Financial Planner of the Year in 2020 and 2025¹ and Five Star Wealth Manager from 2017 - 2026².

Kira regularly gives seminars on financial management and has been invited to speak at a wide range of venues, from local businesses to large cap companies. She is uniquely positioned to provide financial education to women, and welcomes the opportunity to speak to organizations committed to investing in their employees’ financial wellness.

Kira lives in Needham with her husband and two children and is happiest spending time with her family and friends. She is a member of several community service organizations throughout Boston. During her free time, she enjoys coaching her children’s sports teams, playing golf, tennis and guitar, anything that involves water, writing short stories, and trying to become a better skier.

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1Kira Robinson-Kates was recognized by Baystate Financial as the top financial planning revenue producer for the 2020 and 2025 calendar years, outperforming all approved agency producers in fee-based financial planning.
2 2026 Five Star Wealth Manager was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025. 2025: 4,671, 528, 11%, 2/1/25 02/01/2024. 2024: 4,421, 580, 13%, 2/1/24, 4/10/23 - 10/31/23; 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.

My Commitment To You

Education

I provide comprehensive financial education so you feel confident making the best decisions for you and your family.

Understanding

Let’s focus on you. It’s important that I understand your unique needs, goals and aspirations in order to best serve you.

Passion

My passion for what I do, coupled with a clear plan of action, enables me to guide you through life and all its changes.

Accountability

Mutual accountability and regular check-ins help us stay on track, even when circumstances change.

The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered. This award was issued on 2/1/22 by Five Star Professional (FSP) for the time period 05/24/2021 through 11/19/2021.