Kawika Shoji
Financial Advisor and Portfolio Manager at Regency Capital Management Inc.\de
About
Kawika Shoji serves as an investment advisor and portfolio manager at Regency Capital Management in Honolulu, Hawaii, where he specializes in advising individuals, families, retirement plans, and institutions on investment strategy and financial goal implementation. His role involves developing tailored asset allocation strategies and managing portfolios across a broad range of asset classes, with a particular focus on retirement planning, fixed income securities, and alternative investments such as gold. He provides guidance to high-net-worth clients and select institutional investors, emphasizing alignment of core values and long-term objectives.
Prior to his career in investment management, Shoji completed a distinguished 12-year international professional volleyball career, representing Team USA in two Olympic Games and earning a medal in 2016. He graduated from Iolani School and Stanford University, where he earned his degree in political science, minored in communications, and received multiple leadership awards, including the National Player of the Year in volleyball and Stanford's Bill Walsh Leadership and Donald Kennedy awards. Kawika furthered his expertise by completing a master's degree in sport psychology and serving on the USA Volleyball Board of Directors during his time abroad.
Shoji is recognized for his commitment to lifelong learning and rational decision-making, with a particular emphasis on behavioral finance and risk management as part of Regency Capital's core philosophy. His notable achievements in both athletics and finance reflect a dedication to discipline, strategic thinking, and service to clients, driving the firm's continuous improvement ethos in volatile markets.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Regency Capital Management Inc. | Financial Advisor and Portfolio Manager | Unknown to Present | — | 
| USA Volleyball | Olympian | Jun 2010 to Sep 2021 | — | 
Education
Tuck Executive Education at Dartmouth
Own Your Impact
2023 — 2023
John F. Kennedy University
Master's degree
2015 — 2021
Stanford University
Bachelor's degree
2006 — 2010
Iolani School
1993 — 2006