Broker Check
Dan Shimogawa

Dan Shimogawa

Managing Partner


Dan is a Financial Planner with Coda Financial Group and also serves as the group’s Office of Supervisory Jurisdiction (OSJ).   

  • FINRA Series 7: General Securities Registered Representative
  • FINRA Series 66: Uniform Combined State Law
  • FINRA Series 24: General Securities Principal
  • FINRA Series 53: Municipal Securities Principal
  • Investment Adviser Representative, SagePoint Financial, Inc.
  • Registered Representative, SagePoint Financial, Inc.
  • Licensed Insurance Producer
  • 2004: Joined Coda Financial Group
  • 1997: Graduate Pacific University
  • 1993: Graduate Iolani School

In his free time, Dan enjoys traveling with his family.