Shokunin Partners was born out of wanting to change lives for the better and guide every client on their personal journey.
“The Japanese word shokunin is defined by both Japanese and Japanese-English dictionaries as ‘craftsman’ or ‘artisan,’ but such a literal description does not fully express the deeper meaning. The Japanese apprentice is taught that shokunin means not only having technical skills but also implies an attitude and social consciousness… The shokunin has a social obligation to work his/her best for the general welfare of the people. This obligation is both spiritual and material, in that no matter what it is, the shokunin’s responsibility is to fulfill the requirement.” – Tasio Orate
No matter what journey you are on, Shokunin Partners’ mission is the “endless pursuit of perfection” in every aspect of your life. “Perfection” looks different for everyone, and that pursuit is the journey of life that takes us all on our paths.
Shokunin Partners is the parent company of Shokunin Financial, Shokunin Benefits, and Shokinin Family Office with plans to expand into other areas of finance and health.
Shokunin Financial is the heart of Chris’s business empire. The full fiduciary company focuses on the human element. The emotional and psychological aspects of the advisor/client relationship differentiate Chris and his team from other firms. Shokunin Financial focuses on your well-being in every decision made together.
Before establishing Shokunin Financial, Chris was on a journey to reinvent how traditional financial planners and wealth managers work with their clients. The truth is asset management, financial planning, and all the products that go along with it are old-fashioned. For decades, the industry has performed the same actions using the same products. It was time for innovation.
“When you stop changing, challenging, and pushing yourself, you start dying.”
Chris believes your financial life should be a bridge to the rest of your life. You should have complete peace of mind knowing that every aspect of your life is aligned. Only then will you have the ability to be present during life’s important moments, knowing that you have a solid plan and you are on track to meet your goals.
When was the last time your Advisor spent the time to understand your life’s journey?
What are you so passionate about that you would be willing to dedicate your life to that pursuit?
Could this passion be the ability to travel with your spouse or significant other, retire debt-free, pay for your daughter’s wedding, retire to your beach house, or whatever passion is in your heart?
Shokunin Financial specializes in providing tax and financial expertise to Physicians, Surgeons, and Business Owners.
Whatever dream you are pursuing, as a client of Shokunin Financial, Chris and his team will stand by you every step of the way until it is fulfilled.
With Chris’s focus on working with business owners and being a business owner himself, it was a natural fit to create an employee benefits company.
The intention of Shokunin Benefits is to provide diverse and customizable benefits options. These benefits give you an edge over your competition and save you and your company thousands.
Shokunin Benefits intends to align themselves with their clients to become an integral part of their success and growth in the future. Their primary focus is on the service and satisfaction of your clients. They treat every client with the same courtesy and professionalism regardless of size.
Shokunin Benefits specializes in comprehensive benefits packages for employers and employees. They are an independent benefits company that does not have any proprietary products. They are fully insured, self-funded, and level-funded.
With over 35 years of experience, they are a partner you can trust for dedicated and knowledgeable service in all aspects of employee benefits.
Shokunin Family Office (SFO) is an independent wealth management firm that delivers client advice and services in a Virtual Multiple Family Office. Family offices were first formed by wealthy US families such as the Rockefellers and DuPonts to attend to all of the family’s wealth issues. Today, multi-family offices provide these same services to multiple individuals and their families.
SFO applies a multi-dimensional wealth management approach to help clients and their families grow, protect and preserve their assets. This approach considers all significant aspects of a client’s financial picture from a top-down perspective, including taxes, investments, insurance, business planning, wealth transfer, asset protection, and lifestyle management. A well-thought-out, family strategic plan is designed to solve client needs. This comprehensive process more clearly defines client goals and objectives, and most importantly, coordinates the major areas of wealth management to attain those goals.