‘Be bold and mighty forces will come to your aid’
1989-1999: Hired out of UC Santa Barbara by John Hancock Financial Services in Beverly Hills. Licensed for insurance, securities series 7, 63, 65 and earned CFP designation. Worked as top producer, Presidents Club 1994-1998.
1999-2010: Founder and President of Palisades Wealth Management in Brentwood/West Los Angeles. Maintained licensing from above and added Series 24 as licensed principal with independent broker dealer Securities America (subsidiary of Ameriprise) then CapWest Securities. Additionally, licensed as a Registered Investment Advisor, built a successful practice serving accredited investors/families focused on alternative investment such as Reg D Private Placements, Non-Traded REITS, Private Notes and Oil and Gas among others.
2010-2012: Vice President Pacific Charter Investment Bank Newport Beach Ca. Raised money for Private Offerings including oil and gas drilling as well as energy technologies.
2012-Present: In 2012 Steve decided to leverage his 20+ years’ experience working directly with investors as well as opportunities as his entrée into consulting.
Founder Kaizen Oil Corporation: Founder of Kaizen Oil Corporation which has a one of kind license with a $40m seeded proven and proprietary EOR (enhance oil recovery) technology. This technology company was Steve’s first direct consulting client. Please see Kaizen documents for further information.
I’ve worked with Steve Hoshimi for the past several years and found his focus and tenacity in bringing value impressive. I’d be glad to have Steve as part of my team anytime.
I’ve had the pleasure of working with Steve Hoshimi for many years now. Steve’s service and dedication have culminated in very successful outcomes for me and the company. I highly recommend Steve Hoshimi.
I’m glad to give my highest endorsement to Steve for the excellent results he has delivered. Steve has brought exceptional value in terms or relationships, business opportunities and overall excellent resources. Truly one of a kind!
Steve has been instrumental in growing my business and can’t thank him enough!
I’ve been working with Steve Hoshimi in some capacity since 2012 and our joint efforts continue today on many opportunities. I’ve found Steve’s services, network and input have been invaluable in achieving our success. I give Steve Hoshimi my highest recommendation.
Steve Hoshimi’s service to my company has highly accelerated our growth in the marketplace and Steve’s been a pleasure to work with!
I’ve known Steve personally and professional for over 20 years, he’s handled himself with the utmost integrity both on a personal and professional level. I’m proud to call him a friend and business associate.
My company has engaged Steve Hoshimi as a consultant for business development purposes since 2013. Steve and his network have delivered outstanding results, he continues to be engaged and is considered part of the family.'