Dan Shimogawa

Dan Shimogawa

Managing Partner

Phone: 
808-441-6414
Fax: 
808-695-3824

Dan is a Managing Partner with Coda Financial Group.  His practice is focused on assisting clients with the four major features of a comprehensive financial game plan:

  • Asset Accumulation
  • Estate Planning
  • Tax Planning
  • Risk Management

Dan’s philosophy of being a perpetual student has allowed him to keep current with prudent planning strategies.

In his free time, Dan enjoys traveling with his wife Michie and daughter Mai.

  • FINRA Series 7: General Securities Registered Representative
  • FINRA Series 66: Uniform Combined State Law
  • Licensed Insurance Producer: States of HI & CA
  • Investment Adviser Representative, National Planning Corporation
  • Registered Representative, National Planning Corporation
  • Registered: States of HI, AZ, CA, NV, OR, WA
  • 2006: Graduate University of Hawaii, College of Business, CFP Program
  • 2004: Joined Coda Financial Team
  • 1997: Graduate Pacific University with a BA in Marketing
  • 1993: Graduate Iolani School

 

 

 

 

 

 

 

NPC does not provide tax or legal advice. This information is general in nature and should not be construed as tax or legal advice. Tax and Estate Planning Services offered thru third party.

Please consult your independent tax and/or legal adviser for guidance on your particular situation.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Coda Financial Group and NPC are separate and unrelated companies.

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