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REALIZING A DREAM
takes more than a vision
At Aikapa, we're all about supporting small business owners and families to achieve their business and personal dreams through tailored financial plans and wealth management.
You may be starting a new career or looking for ways to extract the most value from an existing business venture. Perhaps you have a particular lifestyle in mind and need guidance on how to achieve and then sustain it. Whatever your situation or need may be, as a fiduciary we like to put ourselves in your shoes, always keeping your best interests first while bringing clarity to an often daunting financial landscape in a compassionate yet forthright manner.
Our approach is unquestionably long-term. Together, we will build and then implement a financial plan carefully aligned with your vision and goals. Then, on an annual basis, we'll update the plan to keep you focused and on track.
Aikapa is big on dreams. We know (from experience) that dreams often do come true. But visionaries don't just trust to luck—they plan well and anticipate potential hurdles.
OUR PRINCIPAL, Edi Alvarez, CFP® works personally with our clients to develop plans that provide busy professionals and families with a comprehensive financial infrastructure that supports their goals. All advice is independent and product neutral. As a fixed-fee firm, all costs are transparent and up-front, no surprises.
Aikapa
is absolutely committed to your education as a financial consumer
and to fostering a better understanding of how you interact with
your money. (sample
our blog
)
Contact us for a free no-obligation consultation.
Aikapa
Wealth Planning & Management
Offices in
San Francisco & Corte Madera
Edi Alvarez, CFP®
Certified Financial Planner™
415.548.0257
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