Paul L Soriano [ChFEBC℠]
615 Piikoi Street Suite 1205
Honolulu, HI 96814
Original Certification Date 1/3/2017
Organization: Coda Financial Group, Inc.
Broker Dealer: National Planning Corporation
Phone: 808-441-6409 Extension:
States Currently Licensed: HI, AZ, WA, CA, PA, NH, OH, NM
CRD #: 3097786
Primary Insurance Companies: Coda Financial Group is a local, independent financial services firm of Wealth Advisors dedicated to understanding your individual needs.
Services: You will work hand-in-hand with your personal Wealth Advisor to identify and develop your specific goals and objectives through a customized financial planning process. We then focus on your goals and work with all areas of your financial life, including: • Diversified Investment Strategies • Tax Planning • Risk Management & Insurance • Estate & Legacy Planning • Income & Expense Management Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.
Additional Information: Your personal Wealth Advisor is assisted by an experienced financial services team. You will enjoy the confidence that comes from knowing that you are working with a team of professionals who are committed to your financial success.