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Aikapa
is a San Francisco Bay Area based Independent Registered Investment Advisor
and
Certified Financial Planner™ firm.
Get the independent advice
you’ve been looking for – product neutral and aligned with your goals.
Whether you need a second
opinion, a full plan, a workshop or an adviser, the time to act is now.
What's Different About Our
Approach?
First and foremost,
Aikapa is committed
to your education and fostering a better
understanding of how you interact with your money. We clarify employer
benefits, retirement plans, goals, exposures, and investments through a mix of carefully
crafted financial planning, coaching, workshops and direct advice.
Our aim is to provide recommendations
ideally suited to help our clients reach their goals. We have no
affiliations with mutual fund companies, broker/dealers or insurance
companies, enabling us to guide our clients toward solid financial
decisions that are product neutral and aligned with their goals.
As a
"fixed fee" and "fee only"
firm we provide our services on an hourly-project or retainer basis (the
Aikapa Guided Plan) or as part of an asset based fee (the Aikapa
Managed Plan). Within the Guided Plan our clients drive the
process, whereas in the Managed Plan we drive the process and
actively manage it.
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Market
Uncertainty and You |
Our Clients
are typically
passionate about their lives and committed to making a difference at the
local or global community level.
Families with children
Families without children
Small Business Owners
Aikapa provides
our clients a
full range of financial planning
& investment management services for
individual, couples, and
businesses.
Who We Are
 Our
principal, Edi Alvarez, is a
Certified Financial Planner™. Aikapa is dedicated to helping you stay on
top of your financial health without compromising those ever important
career and social goals. Like our clients, we are passionate about what
we do –
building a sound financial
infrastructure that will support our clients' current and future
objectives.
YES! I'd like to
learn more (no obligation). To receive a copy of our very popular and
informative
Aikapa Financial Planning Calendar, please note your request in the body
of your message together with a mailing address.
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