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Our Firm
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Our Services
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Contact
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In the Media
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Client Access
We are a San Francisco Bay Area based
Independent Registered Investment Advisor
and Certified Financial Planner™ firm. 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
as a financial consumer and to fostering a better understanding of how you
interact with your money. We clarify employer benefits, 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.
Our Clients
are typically passionate about their lives and committed to making a difference
at the local or global community level.
Who We Are
Our principal, Edi Alvarez, is a Registered Investment Advisor
and 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.
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