|
|
|
Our Firm |
|
|
Financial Planning & Investment Management
For Those With a Passion to Excel and the Desire to Make a Difference
|
Principal Edi Alvarez, CFP®, is the Founder and Principal of Aikapa Financial Planning and Investment Management. Edi works personally with our clients to develop plans that provide busy professionals with a financial infrastructure that supports their goals. Edi believes in bringing clarity and direction to what can be a daunting amount of financial information. During her professional career, Edi was an accomplished executive and a business owner. She holds a Bachelor of Science degree with Honors as well as a Masters of Science and Bachelor of Education degrees. She is a Registered Investment Advisor and has NASD Series 65 license for Independent Investment Advisors. She has earned the CERTIFIED FINANCIAL PLANNER™ standard, a highly respected certification in the Financial Industry (Learn more about CFP® certification). Her strong background and professional network within the financial, and business areas provides her with insight on how to best design financial plans that meet client's current and future needs. Edi is an active member of the Financial Planning Association (FPA) of San Francisco and East Bay FPA. She provides pro bono services in her community (through eARN and other local agencies). She continues to support her community and is currently
on the Finance Committee of
AWIS (Association
for Women in Science) and actively participates in
bioe2e,
Bio2Device Group
and other organizations supporting startup businesses in the Bay Area. For anyone curious, in modern usage 'Aikapa is a Hawaiian word that elegantly combines the concepts of friendship and wealth. At Aikapa it symbolizes both the privilege and commitment of our firm to provide clients and our community with (fiduciary standard) financial advice that is best for their needs.
|
|
|
©
2007-2010 AIKAPA
|
