Shaun Moore, CEPA, CRPS - Financial Advisor at Edward Jones

Shaun Moore, CEPA, CRPS - Financial Advisor at Edward Jones I am a Retired U.S Army Airborne Ranger and father whose personal philosophy is to live the best life possible for those who gave all.

I teach Business Owners, Professionals, Union Workers, and Government Employees how to retire and maximize their return on life with the assets that they have saved. Helping non-profits accomplish their mission is also a passion of mine. I continue to serve in the financial industry because I want my clients to sleep well at night knowing that there is someone to hold them accountable to enjoying life while enhancing and safeguarding their financial wellbeing,

My ideal client is 3 years or less from retirement, or already retired, and wants to have a collaborative relationship to meet their financial needs, wants, and wishes. If we partner together, I will listen like a friend, provide candid advice, and like the director of a movie to set the "financial stage" for all acts in your life. I currently hold Series 7 and 66 registrations, the Certified Exit Planning Advisor® (CEPA®) and Chartered Retirement Plan Specialist® (CRPS®) professional designations, and earned a Master of Business Administration (MBA) degree from The Johns Hopkins University Carey Business School. My branch office administrator, Melissa Tumbleson, and I work as a team to deliver exceptional service. Please contact me at (808) 573-7500 or [email protected] to discuss your situation and how I can help.


​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

https://bit.ly/4haEQgr Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
09/23/2026

https://bit.ly/4haEQgr Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.
09/22/2026

Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.Disclosure: Edward Jones and its asso...
09/22/2026

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.

Disclosure: Edward Jones and its associates do not provide tax advice.

I can help make wealth transfer simple for the people and causes you care about. Let’s talk.
09/22/2026

I can help make wealth transfer simple for the people and causes you care about. Let’s talk.

https://bit.ly/46EIZDi From equity awards to diversification, I can help you make the most of your executive compensatio...
09/22/2026

https://bit.ly/46EIZDi From equity awards to diversification, I can help you make the most of your executive compensation strategy.

https://bit.ly/4y7hmPp Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
09/21/2026

https://bit.ly/4y7hmPp Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your ...
09/20/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

Learn more https://bit.ly/4rmrssV A successful business exit often starts well before a sale or transition. I can help y...
09/20/2026

Learn more https://bit.ly/4rmrssV A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

Learn more https://bit.ly/4hdWGhd Executive compensation can be complex. I can help you make informed decisions about yo...
09/19/2026

Learn more https://bit.ly/4hdWGhd Executive compensation can be complex. I can help you make informed decisions about your financial future.

Learn more https://bit.ly/3SR8kH1 ]Your wealth can help support the people and causes that matter most. I can help you p...
09/18/2026

Learn more https://bit.ly/3SR8kH1 ]Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

Address

12 Kiopaa Street Ste #103
Pukalani, HI
96768

Website

Alerts

Be the first to know and let us send you an email when Shaun Moore, CEPA, CRPS - Financial Advisor at Edward Jones posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shaun Moore, CEPA, CRPS - Financial Advisor at Edward Jones:

Shortcuts

Share

Category