Find a business

        More Info

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

        General Info
        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.
        Email
        Extra Phones

        toll free/fax: (800) 267-8698

        Services/Products
        Small Business Guidance - growing, winding down, selling or exiting, Wealth Planning, Investment Management.
        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

        Other Link

        Primary Website

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

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (415) 548-0257

        Address: 1 Market St, Spear Tower, San Francisco, CA 94105

        Website: Primary Website

        People Also Viewed