A complete list of active advisors currently associated with Shiraishi Financial Group Advisors

Warmer can help you find a great advisor at Shiraishi Financial Group Advisors or one who fits your needs even better.

Shiraishi Financial Group Advisors is a team-based registered investment adviser with six investment professionals managing roughly $110 million for about 450 clients. The firm provides financial planning, one-on-one financial consultation, discretionary portfolio management, third‑party investment advisor referrals, and retirement plan services for individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. SFGA uses a tactical asset allocation approach and offers several model strategies — including an Active model focused on fixed income positioning, a Seasonal model that increases large‑cap equity exposure during historically favorable months, and a Sector model that rotates between equity and bond sectors — typically implemented through no‑load or load‑waived mutual funds and sub‑accounts of variable insurance products. Its methods include fundamental, technical and cyclical analysis, and most client relationships include ongoing discretionary authority with periodic portfolio reviews. What is distinctive about the firm relative to many peers are its operational affiliations and retirement plan capabilities: its advisers also act as registered representatives of a broker‑dealer and as licensed insurance agents, the firm directs clients to specified custodians and clearing firms, and it refers clients to third‑party advisors under formal agreements — arrangements the firm discloses as potential conflicts of interest. SFGA also provides both ERISA fiduciary and non‑fiduciary retirement plan services, including participant advice and investment policy support, which is a prominent part of its service mix.

To learn more about the advisors currently working at Shiraishi Financial Group Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.