Aikapa Financial Planning & Investment Management

   

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Rainy Morning

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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 Selecting a Financial Advisor  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

Edi Alvarez, Principal, AikapaOur 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.

 

            Certified Financial Planner              The Financial Planning Association

Follow Aikapa_Advisor on Twitter View Edi Alvarez, CFP's profile on LinkedIn


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2007-2014 AIKAPA
PO Box 5226 Larkspur, CA 94977-5226