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.
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More Business Info

Supporting small business owners and families to achieve their business and personal dreams through tailored financial plans and wealth management.

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

toll free/fax: 800-267-8698

Services/Products
  • Wealth Planning
  • Investment Management
  • Small Business Guidance - growing, winding down, selling or exiting
Brands
All advice is independent and product neutral. As a fixed-fee firm, all costs are transparent and up-front, no surprises.
Payment method
check
Location
Aikapa has offices in Corte Madera (Marin County) and San Francisco, California. Visits by appointment only, please.
Amenities
San Francisco and Corte Madera offices BY APPOINTMENT ONLY, PLEASE.
Languages
Spanish
Accreditation

CFP

PFP UC Berkeley

Aikapa is a Registered Independent Advisor and financial planning firm in the State of California. Edi Alvarez, Principal.

Associations
FPA,MCEPC
AKA

Aikapa Wealth Planning & Investment Management

Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service
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