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portrait of Shaun A Moore
FINANCIAL ADVISOR

Shaun A Moore

CFP®, CEPA®, CRPS™
Kulamalu Town Center, 12 Kiopaa St Ste #103, Pukalani, HI 96768opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Shaun

Our focus is helping people who built success from the ground up see what's beyond the horizon, guiding them to new experiences and opportunities.

How come?

My personal purpose is to live my best life possible for those who no longer can, and I want all my clients to live their best lives as well.

Upon graduating from Baldwin High School, I joined the Army. Over 17 years, I knew many that did not have the opportunity to return home or lost the battle at home. They had hopes and dreams for after the deployments or service that were never realized. I do...

Focus Areas

  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Utilities Sector Professionals
  • Insurance & Annuities

Work History

  • Edward JonesFebruary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Johns Hopkins UniversityMaster of Business Admin
  • Norwich UniversityBachelor of Science

Personal Interests

  • Canoeing
  • Hiking
  • Pets
  • Reading
  • Scuba Diving

Team Members

  • Melissa Tumbleson
    Branch Office Administrator

Send Me a Message

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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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