Isao L. Shoji,  CFP<sup>&reg;</sup> - Financial Advisor

Isao L. Shoji, CFP®

Managing Partner

TSG Advice Partners

4449 Easton Way, Suite 200
Columbus, OH 43219
FINANCIAL ADVISOR'S WEBSITE
(614) 697-2750

General

Isao Shoji is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TSG Advice Partners in Columbus, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Insurance, Retirement, Personal Taxes

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Helpful Financial Planning Resources