Broker Check
David M. Shimana, AIF®, CPA*, CWS®

David M. Shimana, AIF®, CPA*, CWS®

Wealth Advisor

          

Mr. Shimana was raised near Honolulu in Aiea, Oahu. His father was a Korean War veteran and became a personnel director for the state of Hawaii. His mother worked as a preschool teacher and health aide. Mr. Shimana says his parents were “family-oriented and always encouraged my brother and me to work hard in school.” 

Mr. Shimana attended the University of Hawaii. He graduated with distinction, earning a bachelor of business administration degree with a major in accounting. He worked in the university’s fiscal office to help pay for his tuition. He was a member of the local chapter of the international honor society for accounting, finance, and information systems students. 

Following college, he began a career with a national CPA firm. After two years as an auditor, he returned to the University of Hawaii to obtain an MBA degree in accounting and work as a student teacher. He says, “The MBA program provided exposure to courses beyond accounting, including finance. I was very interested in learning about portfolio construction and investments.” 

Mr. Shimana worked as an auditor for Bank of Hawaii, First Hawaiian Bank, and the University of Hawaii before being recruited to a company specializing in tax-qualified retirement plans. He served 403(b) plan participants at educational institutions. Mr. Shimana also spent five years working as an independent financial advisor affiliated with a large U.S. broker-dealer. He says this experience helped refine his holistic approach to wealth management. He has been the principal advisor of his own firm for over 16 years. 

In addition to his CPA background, Mr. Shimana has earned the Certified Wealth Strategist (CWS), Accredited Investment Fiduciary(AIF) designations and Five Star Wealth Manager for seven years. 

In 2022, David was invited to serve on the 2023 Financial Advisor IQ Leadership Council.   The Council is a diverse community of advisors focused on sharing input that fuels research to help professionals strengthen their practices. Financial Advisor IQ is a resource from the Financial Times that connects advisors with daily news and a network of industry content from leading fund firms.

Outside of the office, Mr. Shimana is an active member of New Hope Christian Fellowship and enjoys working out and spending time with his family and friends.