Laurey Shintani

Laurey has been in the personal finance industry since 2016 and joined Financial Planning Hawaii in January 2022. She has a finance degree from Cal State Fullerton and holds her Series 7 and 66 securities registrations as well as a state of Hawaii Life/Health insurance license. In 2020, she obtained the Financial Paraplanner Qualified Professional Designation (FPQP®) through the College for Financial Planning. 

Laurey also holds a Masters in Elementary Education and, for the decade prior to entering this industry, she was a schoolteacher at Helemano Elementary School in Honolulu where she received Teacher of Excellence award honors. The communications skills she developed as a teacher paired with the planning knowledge base she has developed make her an ideal fit for Financial Planning Hawaii’s client engagement-centered ethos. Laurey joined FPH because of its genuine client-first approach.  Her passion for improving financial literacy and including clients in the financial planning process is obvious from the moment you meet her.

At Financial Planning Hawaii, Laurey is tasked with further developing the company's burgeoning fee-only planning business and its nascent third-party paraplanning services business. She also takes the lead on FPH's 401(k) employee enrollment and education services.