Grant Tatsuro Arita
Investment adviser representative at Shiraishi Financial Group Advisors
20 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$110.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Independent Financial Group, LLCDec 2016 to now
- Shiraishi Financial Group AdvisorsFeb 2014 to now
- Sfg, LtdApr 2006 to now
- United Planners' Financial ServicesMay 2013 to Dec 2016
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (HI).
Shiraishi Financial Group Advisors
Legal name: Sfga LLC
$110.1MAssets managed
458Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5154654
- Firm CRD
- 168645