Shaun Moore, Financial Advisor located in Pukalani, HI

Financial Advisor
Shaun A Moore

MBA, CFP®, CEPA®, CRPS™
Kulamalu Town Center, 12 Kiopaa St Ste #103, Pukalani, HI 96768opens in a new window
New Client Waitlist
Serving clients with $1,000,000
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Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Not-for-profit Organizations
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Hiking
  • Pets
  • Reading
  • Scuba Diving
  • Chess

Team Members

  • Melissa Griffiths
    Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(808) 573-7500

Fax

(877) 429-0779

Office Address

Kulamalu Town Center
12 Kiopaa St Ste #103
Pukalani, HI 96768opens in a new window

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