Keola Elobt, MBA, AIF®

Keola Elobt, MBA, AIF®

Partner

Keola Elobt graduated from the United States Military Academy at West Point and served in the 101stAirborne Division as a Fire Support Officer leading a team of Forward Observers. While serving his country, he continued his education at the University of South Carolina, where he received his Master of Business Administration degree. With the mindset of service, Keola’s daily focus is providing guidance to corporate clients and business owners with retirement plans, including qualified and non-qualified executive plans.

Keola leverages the relationships he has formed with retirement plan recordkeepers, investment companies, and plan administrators to formulate strategies aimed at achieving his clients’ goals. With more than fifteen years of experience, Keola has become an industry leader. He currently serves as Chair of the Advisory Council of Principal Financial Group ®. He was selected for Financial Times Top 401 Retirement Advisors*.

Keola was also honored as a Veteran of Influence by the Jacksonville Business Journal for his success in business and philanthropic work in the community. Keola works actively with Blessings in a Backpack, an organization that provides food to school children who would otherwise go hungry over the weekend. He and his wife Stephanie lead a team that sponsors a local school and delivers food to more than 200 school children each week.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

*A sales component was considered as part of the qualifications for this award.. The recognition is not representative of any financial performance, advice or returns.   

**Inclusion in this list is not indicative of the investment adviser's future performance, nor does it represent any client experience.  The advisers did not pay a fee to participate in the survey or be included in the list of top advisers.  While several factors were reviewed, not all factors were not given equal weighting for consideration to the list.  DC plan assets under management (AUM) made up 55% of the entire FT score on average.  About 30% of the score is based on the concentration of the adviser’s overall business in serving DC plans, combined with the growth in the adviser’s DC business.