Daniel Coda, RFC

Daniel Coda
RFC

Managing Partner

Phone: 
808-441-6441
Fax: 
808-834-5604

Dan serves as a Managing Partner for Coda Financial Group.  He has been working as a financial advisor since 1997 and is a Registered Financial Consultant.  Dan creates sound personalized financial strategy and maintains close relationships with his clients.  These strategies include:

  • Diversified Investment Portfolio Management
  • Tax Analysis & Planning
  • Risk Management
  • Estate Planning
  • Income & Expense Management

Dan realized that the greatest value he can provide is to closely support his clients through major life transitions.  Whether the event is retirement, selling a large asset or business, or creating a legacy after death, Dan reviews the cost and benefit of each option and helps his clients make informed suitable decisions.

On a personal note, he is married to Naomi, the love of his life.  Their common hobbies include playing golf, traveling, and exercising.  Additionally, Dan stays active as an official of both collegiate and high school basketball.

  • Investment Advisor Representative, National Planning Corporation
  • Registered Representative, National Planning Corporation
  • Registered Financial Consultant, RFC
  • Multiple State Securities Registrations
  • Multiple Investment Advisory State Registrations
  • Health & Life Insurance Licensed Producer
  • Securities Registrations: Series 6, 7, 24, 63 and 65
  • Member, Financial Planning Association, Hawaii Chapter
  • Graduated from Hawaii Pacific University with a Bachelor of Science in Business Administration: Finance in 2001
  • Graduated from Iolani School in 1996
  • Born and Raised on Oahu, Hawaii

 

 

 

 

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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