Dan Shimogawa

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Dan Shimogawa

Managing Partner


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, SagePoint Financial, Inc.
  • Registered Representative, SagePoint Financial, Inc.
  • 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

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 offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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