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Rise of the Paraplanner

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Mar 08 2022

Rise of the Paraplanner

By Laurey Shintani
I’m so delighted to have Advisor Perspectives, a leading publisher for financial advisors and professionals, publish my first article as I talk about the rising need of a para planner. Click here: https://www.advisorperspectives.com/articles/2022/03/07/the-rise-of-the-paraplanner

Written by Laurey Shintani, FPQP® · Categorized: Financial Planning

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Blog Topics

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Recent Posts

  • How Many IRAs Do You Need?
  • Chrome Extension and $50 Promo Code for Password Guru
  • Rise of the Paraplanner

Blog Topics

  • Estate Planning
  • Financial Planning
  • Insurance & Annuities
  • IRAs and Qualified Retirement Plans
  • Social Security
  • Uncategorized
  • Video

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(808) 772-3942

Laurey@fphawaii.com

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Copyright © 2023 · Paraplanning Hawaii
Financial planners and investment advisers who hire Laurey should be aware that they bear 100% of the responsibility for vetting and implementing the findings and suggestions made as a result of the paraplanning services provided. Although some of the information gathered and findings/suggestions made may raise awareness of potential tax or legal issues or opportunities, nothing in the services provided constitutes specific tax or legal guidance, and the hiring financial planner/investment adviser is advised to consult with the appropriate tax or legal professionals before making specific recommendations to his/her/their clients.

Paraplanning Hawaii is a business division of Financial Planning Hawaii, a state of Hawaii Registered Investment Adviser (CRD#153930). Financial Planning Hawaii also provides separate fee-only planning services to consumers across the United States. Laurey Shintani is an employee of Financial Planning Hawaii. She and Financial Planning Hawaii Owner/Co-founder John H. Robinson also maintain separate broker-dealer and investment advisory relationships with J.W. Cole Financial, a FINRA member broker-dealer, and J.W. Cole Advisors, an SEC-Registered Investment Adviser. Financial Planning Hawaii and J.W.Cole Financial/Advisors are unaffiliated entities. Services provided under the paraplanning agreement with Laurey are entirely separate from the direct-to-consumer planning and wealth management guidance provided under Financial Planning Hawaii's fee-only planning business model and the unaffiliated registered representative and investment advisor representative relationships she maintains with J.W. Cole.