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

Isao L. Shoji, CFP®

CLTC

Managing Principal

TSG Advice Partners

349 W. Nationwide Blvd.
Columbus, OH 43215
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