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Cell: 808.359.2991 

Email: kaelene@pbchawaii.com

  • LinkedIn

Kaelene Wong
Licensed Sales Agent

License & Credentials

  • National Producer number: 12054048 

  • AHIP Medicare + Fraud, Waste and Abuse Certified

Contracted Insurance Carriers

  • HMSA

  • UnitedHealthcare®

  • Kaiser Permanente

  • Humana

  • Wellcare Ohana Health Plan

  • Guarantee Trust Life

Get to know Kaelene

As a Premier Benefit Consultant agent, Kaelene Wong is here to help you understand all of your health insurance options and to provide excellent ongoing service once she assists you to enroll into the plan of your choice.  Kaelene offers guidance for individuals with existing Medicare health plans, those new to Medicare as well as those preparing to retire and transition from employer based health coverage to individual coverage.  Phone or video conferencing consultations are available by appointment and free of charge.  Whether you are a Medicare beneficiary, employer, physician, guardian or anyone looking to understand the complexities of Medicare, contact Kaelene and she will gladly assist you. 

 

Kaelene Wong is a highly accomplished professional with over 20 years of expertise in the Financial and Insurance Industry. A native of Hawaii and a graduate of Kalaheo High School and the University of Phoenix with a Bachelor of Science in Business Management, Kaelene is the founder of "Rise Up Financial", and an independent licensed sales agent with “Premier Benefit Consultants.” Her practice is dedicated to guiding individuals in Hawaii through the intricacies of financial, insurance, and tax strategies.

 

With a deep passion for Education, Kaelene believes that empowering individuals with knowledge about Finance, Insurance, and Investing enables them to make well-informed decisions that profoundly impact their overall lives. Her number one goal is protecting the financial and medical wellbeing of every person she speaks to, whether they decide to become a client or not.

 

Over her distinguished career, Kaelene has contributed her skills to esteemed institutions such as Bank of Hawaii, Edward Jones Investments, John Hancock, MetLife/MassMutual, and Lincoln Financial Securities and Premier Benefit Consultants. Her expertise spans a broad spectrum, serving individuals, families, executives, and businesses in Retirement Transition and Estate Planning.

 

Kaelene employs a personalized and confidential approach, emphasizing independent and objective strategies to help clients attain their financial and insurance goals. Specializing in Retirement Transition Planning, she focuses on areas such as Income & Expense Planning in Retirement, as well as Medicare Planning needs, costs and coverage. Kaelene contracts with the best brands in the Finance and Insurance industry, as it allows her to provide a side-by-side analysis for her clients based on their needs. Kaelene's ultimate goal is to provide her clients with affordable strategies and solutions that provide peace of mind as they plan for both their present and future financial well-being.

 

Beyond her professional achievements, Kaelene resides in Kaneohe, Oahu, with her husband, Michael Wong. Together, they find joy in spending time with their adult children, who are now embarking on their own life journeys.

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