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Shu Li, Financial Advisor

FINANCIAL ADVISOR
Shu Li

500 Ala Moana Blvd Ste 3a, Honolulu, HI 96813opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Real Estate and Construction
  • College Savings
  • Charitable Giving
  • Insurance & Annuities

About Shu

Growing up in Hawaii after being born in China, I've experienced firsthand how hard work and determination can turn a financial situation around. My family didn't have much when we first arrived, but through perseverance, we built a secure financial future. This experience has shaped how I approach financial strategies, and it's what drives me to help others achieve the same confidence.

I have a Bachelor of Business Administration in finance and focus on retirement planning, estate considerations and helping individuals and business owners plan for the unexpected. I'm fluent in Mandarin, which allows me to serve clients both in English...

Education

  • Univ of Hawaii at ManoaBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Outdoor Enthusiast
  • Real Estate
  • Podcasts

Team Members

  • Bobby Cooksey
    Sr. Branch Office Administrator
  • Joshua Jaralba
    Branch Office Administrator
  • Jessica Pak
    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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(808) 445-6080

Fax

(855) 340-6807

Office Address

500 Ala Moana Blvd Ste 3a
Honolulu, HI 96813opens in a new window

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