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Client Bill of Rights. Coda Financial Group is a relationship-based financial services firm located in Honolulu, HI and Raleigh, NC. Using a consultative approach, our advisors can help identify your financial objectives and develop a plan that is uniquely tailored to your specific long-term goals. When guided by clear goals and leading-edge strategy, these pieces come together to reveal an image of success that is unmistakably you. Sign up for Our Market Commentary. Read our most recent Market Commentary.

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CONTACTS AT CODAFINANCIALGROUP.COM

Coda Financial Group

201 Com●●●●●●●h Court

C●y , NC, 27511

UNITED STATES

919●●●244

th●●●●@codafinancialgroup.com

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Coda Financial Group

Coda Financial Group

201 Com●●●●●●●h Court

C●y , NC, 27511

UNITED STATES

919●●●244

th●●●●@codafinancialgroup.com

View this contact

Coda Financial Group

Coda Financial Group

201 Com●●●●●●●h Court

C●y , NC, 27511

UNITED STATES

919●●●244

th●●●●@codafinancialgroup.com

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Client Bill of Rights. Coda Financial Group is a relationship-based financial services firm located in Honolulu, HI and Raleigh, NC. Using a consultative approach, our advisors can help identify your financial objectives and develop a plan that is uniquely tailored to your specific long-term goals. When guided by clear goals and leading-edge strategy, these pieces come together to reveal an image of success that is unmistakably you. Sign up for Our Market Commentary. Read our most recent Market Commentary.

<META> KEYWORDS

1 coda financial group

2 services offered

3 our scripture

4 our team

5 edward coda

6 daniel coda

7 paul soriano

8 gabe stepanic

9 david dickens

10 dan shimogawa

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coda financial group,services offered,our scripture,our team,edward coda,daniel coda,paul soriano,gabe stepanic,david dickens,dan shimogawa,william mihalke,betty coda,iris stepanic,thomas hayes,jennifer soriano,chryslyn hayes,getting started,events,blog

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Home | codafinancialgroup.com | codafinancialgroup.com Reviews

https://codafinancialgroup.com

Client Bill of Rights. Coda Financial Group is a relationship-based financial services firm located in Honolulu, HI and Raleigh, NC. Using a consultative approach, our advisors can help identify your financial objectives and develop a plan that is uniquely tailored to your specific long-term goals. When guided by clear goals and leading-edge strategy, these pieces come together to reveal an image of success that is unmistakably you. Sign up for Our Market Commentary. Read our most recent Market Commentary.

INTERNAL PAGES

codafinancialgroup.com

1

Betty Coda | codafinancialgroup.com

http://www.codafinancialgroup.com/team-member/betty-coda

Client Bill of Rights. Glenn T. Kishida. Betty serves as the Practice Management Coordinator. She strives to provide the entire team with the support necessary to efficiently provide the best care and service to our clients possible. Working in the highly regulated securities industry, Betty’s attention to detail and advantageous organizational skills help to provide security in carrying out all regulations and compliance. Non-Registered Personnel, National Planning Corporation. Glenn T. Kishida.

2

Chryslyn Hayes | codafinancialgroup.com

http://www.codafinancialgroup.com/team-member/chryslyn-hayes

Client Bill of Rights. Glenn T. Kishida. Chrysy serves as Coda Financial Group’s Client Appreciation Coordinator and insurance processor. She focuses on helping all members of the team connect with their clients on a personal level. Chrysy has worked with Coda Financial Group on and off between the births of her four children, Taylor, Skylor, Elijah and Jaydah. She enjoys being able to spend time with her husband, Thomas and her four children, especially at the beach. Born and raised on Oahu, Hawaii.

3

Iris Stepanic, MBA | codafinancialgroup.com

http://www.codafinancialgroup.com/team-member/iris-stepanic-mba

Client Bill of Rights. Glenn T. Kishida. Iris Stepanic, MBA. Iris Stepanic, MBA. Outside of the office, Iris enjoys spending time with her husband Gabe, son Matthew, and daughter Maya. She enjoys traveling, hiking, running, and relaxing at the beach. Non-Registered Personnel, National Planning Corporation. MBA, International Business, University of Hawaii at Manoa, 2004. BA, American Ethnic Studies, University of Washington, 1998. Glenn T. Kishida.

4

Getting Started | codafinancialgroup.com

http://www.codafinancialgroup.com/getting-started

Client Bill of Rights. Glenn T. Kishida. An important part of planning is finding out just where you are today. To assist you, we would like to introduce our Getting Started process. We have designed this process to be:. Convenient - Complete it when and where you want. Safe - No confidential information will be stored or transmitted on the internet. What to Bring List. Remember to provide the items on the What to Bring List, your completed Client Information Worksheet and Risk Tolerance Questionnaire.

5

Dan Shimogawa | codafinancialgroup.com

http://www.codafinancialgroup.com/team-member/dan-shimogawa

Client Bill of Rights. Glenn T. Kishida. Dan is a Managing Partner with Coda Financial Group. His practice is focused on assisting clients with the four major features of a comprehensive financial game plan:. Dan’s philosophy of being a perpetual student has allowed him to keep current with prudent planning strategies. In his free time, Dan enjoys traveling with his wife Michie and daughter Mai. FINRA Series 7: General Securities Registered Representative. FINRA Series 66: Uniform Combined State Law.

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codafinancialgroup.com

Home | codafinancialgroup.com

Client Bill of Rights. Coda Financial Group is a relationship-based financial services firm located in Honolulu, HI and Raleigh, NC. Using a consultative approach, our advisors can help identify your financial objectives and develop a plan that is uniquely tailored to your specific long-term goals. When guided by clear goals and leading-edge strategy, these pieces come together to reveal an image of success that is unmistakably you. Sign up for Our Market Commentary. Read our most recent Market Commentary.

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