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Paul S

Series 66

Mililani, HI

Cetera

Paul Shoji is a financial advisor with Cetera in Mililani, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Edward Jones and spent ten years at Bank of Hawaii. Outside of advising, he owns rental property in Honolulu. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Financial Professional
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