Kyle Shimoda - Financial Specialist

Kyle Shimoda - Financial Specialist

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Assisting individuals, families and business to achieve their financial goals. or registered as a broker-dealer or investment advisor.

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA (www.FINRA.org) & SIPC (www.SIPC.org) and a registered investment advisor. Insurance services offered through INPAC Wealth Solutions and is not affiliated with SagePoint Financial, Inc.

Photos from Kyle Shimoda - Financial Specialist's post 03/29/2023

Probably a once in a lifetime chance to dine at Club 33 inside of Disneyland! I didn't even know this existed, until a good friend of mine told me about it and got us reservations 🀯

02/09/2023

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01/15/2023

Ran in to these two amazing souls randomly on an impromptu daddy-daughter date day. Or maybe it's the universe sending messages πŸ€”

10/06/2022

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09/27/2022
09/27/2022

πŸ‘†πŸ‘†πŸ‘†πŸ‘†

09/25/2022

As we wrap up Life Insurance Awareness Month (September), just want to show you a cool resource on www.fdic.gov. You can look up how much cash value life insurance any major financial institution holds on their books as an asset.

Watch the full video here - https://youtu.be/8RJN7Bb1_SQ

09/25/2022

Got the privilege to play at Klipper with these gentlemen! Beautiful course

09/21/2022

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