Transition Announcement from Ray

After 32 years as a pension consultant and third party administrator, I will be retiring from Flynn, Shojinaga & Associates at the end of the year to spend more time with my wife and family.

2018 will also be my 20th year as the owner of Flynn, Shojinaga & Associates. It’s been an amazing journey of nearly non-stop work as we’ve grown FSA from around 20 clients in 1987 to nearly 700 plans today. We’ve acquired four other TPA firms over the years. FSA continues to grow organically through referrals from the top-notch professionals that we work with and from our current client base. I love what I do and the people that I have had the opportunity to work with.

Joe Flynn provided me with the opportunity to take over the firm 20 years ago and I am so happy that the next generation of leaders for FSA will be two key long-time employees. Judieann Ang and Shirley Huang have worked with me for more than 13 years and will lead Flynn, Shojinaga & Associates into the future with their energy and enthusiasm effective January 1, 2019. Judieann and Shirley have been instrumental in the growth and daily operation of FSA and have been preparing for their new responsibilities for many years. Our team of pension administrators and staff will remain in place with this transition and will ensure that FSA continues to deliver the level of service and support that our clients and their advisors have come to expect.

We all invest so much of ourselves in our careers. And we struggle to balance the time we need to spend on our professional responsibilities versus the time we want to spend with our family and community. As every small business owner has experienced, these commitments and responsibilities cross over into family time on numerous occasions.

A few years ago, my commitment to our growing firm landed me in the hospital. I was out of the office for 5 weeks and on a limited schedule when I returned. This incident served as a reminder to me of all the milestone events and joys that I am still looking forward to sharing with my family. I often joke that this was the moment that I realized that I was a lot less indispensable than I thought I was! It did prove to me that Judieann and Shirley were ready and able to lead the firm in my absence. We began formalizing our succession plan in the summer of 2016 and have been transitioning responsibilities for the past two and a half years. I will be here through the end of the year and available to meet or speak with you if you have any questions regarding this transition.

Tammy, my wife, and I will celebrate our 30th anniversary next year. Our two daughters have grown into independent and strong young women, and both sets of grandparents are healthy. In short, we are truly blessed. It’s the right time for me to make this transition. We are looking forward to our new adventures. We have a long list of places to visit and explore together. And then, we’ll see what’s next.

Thank you to everyone who has supported me on this amazing journey,
T (510) 748-6420 | F (510) 748-6414
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