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Shane Shimatsu, Financial Advisor

FINANCIAL ADVISOR
Shane C Shimatsu

CEPA®, AAMS™
98-211 Pali Momi St Suite 640, Aiea, HI 96701opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings

About Shane

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I began my career as a financial advisor in 2001 and joined Edward Jones in 2008 serving Aiea. Today, Edward Jones has two convenient locations in our...

Work History

  • Edward JonesApril 2008 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Hawaii Pacific UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Soccer
  • Hiking
  • Mountain Biking

Team Members

  • Aileen Acidera
    Sr. Branch Office Administrator
  • Dara Tuitama
    Sr. Branch Office Administrator
  • Kelly Zablan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(808) 487-5066

Fax

(877) 222-6799

Office Address

98-211 Pali Momi St Suite 640
Aiea, HI 96701opens in a new window

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