Welcome
 Edi Alvarez, CFP® is Principal of Aikapa, a fee-only financial planning and wealth management firm based in the San
Francisco Bay Area. We develop financial plans tailored to accomplish
our clients' goals and provide advice to ensure that it is effectively
implemented.Our
Approach
is to determine your current financial situation and help you identify your future goals.
With this information we build a financial plan and are available for ongoing consultation and planning to maximize your finances. But much more than that,
Aikapa is committed to your education as a client and fostering a better understanding
of your relationship to money. While some of our clients take an active hand
in driving the process, others prefer that Aikapa tightly direct it. Either
way, Aikapa will be your coach or your proxy to a solid financial future.
Our Clients
are typically career professionals
with busy lifestyles and a patent desire to improve their finances and make the world a better place.
They want the most out of their hard-earned assets to support career and
lifelong goals. In addition, they feel committed to improving their communities and the world we live in.
Please feel free to explore the links on the
left to learn more about Aikapa.
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