Our Family Wealth Advisors Edward Coda MBA, CFP® CERTIFIED FINANCIAL PLANNER™ 808-237-3390 808-834-5604 ed@codafinancialgroup.com Daniel Coda, RFC Financial Planner 808-441-6441 808-834-5604 dan@codafinancialgroup.com Paul Soriano, RFC, CDFA™ Financial Planner 808-441-6409 808-237-3361 paul@codafinancialgroup.com Gabe Stepanic, CFP® CERTIFIED FINANCIAL PLANNER™ 808-441-6420 800-943-8752 gabe@codafinancialgroup.com Dan Shimogawa Managing Partner 808-441-6414 808-695-3824 dans@codafinancialgroup.com Thomas Hayes Registered Assistant 808-441-6422 808-834-5604 thayes@codafinancialgroup.com David Dickens, CFP® CERTIFIED FINANCIAL PLANNER™ (North Carolina Branch) 919-760-5589 800-943-8752 dave@codafinancialgroup.com Carter Knight Financial Planning Assistant 808-777-5262 800-943-8752 carter@codafinancialgroup.com Client Service Chryslyn Hayes Administrative Assistant 808-834-5604 chrysy@codafinancialgroup.com Jennifer Soriano Client Service Executive 808-441-5865 808-834-5604 jennifer@codafinancialgroup.com Iris Stepanic, MBA Operations Manager 808-441-6415 800-943-8752 iris@codafinancialgroup.com Jay Europa Practice Manager 808-695-3760 800-943-8752 jay@codafinancialgroup.com Kellie Coda Client Service Coordinator 808-695-3775 808-834-5604 kellie@codafinancialgroup.com
