Kira Robinson-Kates, CFP®

As a CERTIFIED FINANCIAL PLANNER™ professional, Kira’s mission is to partner with individuals and families in defining their financial goals and creating a holistic plan to achieve them. Her primary objective is to become a lifelong resource to her clients through impartial financial planning, relevant education, accountability, and empathy.

Kira’s dedication to her clients is reflected in her investment in her own professional growth. As a CFP® practitioner, Kira makes recommendations that are objective and based on her clients’ needs always. You may rest assured knowing that as a CFP® professional Kira is held to the standards of one of the industry’s most prestigious certifications.

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 distinction of Five Star Wealth Manager in 2017, 2018, 2019, 2021 and 2022.

Kira regularly gives seminars on financial management and has been invited to speak at a wide range of venues, from local businesses to Fortune 100 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 community service organizations throughout Boston and is active at her temple. During her free time, she enjoys playing golf and guitar, anything that involves water, writing, and spending time in her garden.