Financial Advisor Lisa Shishido in Honolulu, HI | Ho'ea - Wealth Advisory Group
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Lisa Shishido, Financial Advisor serving the Honolulu, HI area - Ameriprise Advisors

Lisa Shishido

Financial Advisor

Ho'ea - Wealth Advisory Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 20 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance

Education

  • University of Hawaii, Manoa, BA, Political Science,1996

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2019
  • Ho'ea - Wealth Advisory Group, Forbes Top Wealth Management Teams: High Net Worth, 2022, 2023
  • Ho'ea - Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Ohana Serving Ohana
  • Hui Makaala- Past President and current member. Volunteering at various Okinawan activities
  • Community Sport- Team Mom for various sports that my son (Evan) plays

Interests

  • Volunteering within the community