|Description||Financial Advisor Firm|
Aikapa is a San Francisco Bay Area based Independent Registered Investment Advisor and Certified Financial Plannerâ„¢ firm.
Aikapa provides advice that is product neutral and aligned with your goals whether seeking a second opinion, a complete financial plan, workshop leader or advisor.
Aikapa is committed to your education as a financial consumer and to fostering a better understanding of how you interact with your money by clarifying employer benefits, goals, exposures, and investments through a mix of carefully crafted financial planning, coaching, workshops and direct advice.
Aikapa has no affiliations with mutual fund companies, broker/dealers or insurance companies, enabling the firm to guide their clients toward product neutral financial decisions.
Aikapa clients are typically passionate about their lives and committed to making a difference. The firm offers a full range of financial planning services for businesses to help owners enjoy their lifestyles now and prepare for their future.
Specialties Retirement Planning, Diversified Global Investment Management, Cash Flow & Credit management, Small Business Benefit Planning, Exposure or Investment Planning, Tax Plannning, Parent or Dependent Care Planning