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. Contact us for a free no-obligation consultation.
View Top Employees from Aikapa Financial Planning & Investment ManagementWebsite | http://www.aikapa.com |
Revenue | $200000 |
Employees | 2 (2 on RocketReach) |
Founded | 2007 |
Address | 201 Corte Madera Ave, Corte Madera, California 94925, US |
Phone | (415) 548-0257 |
Technologies |
JavaScript,
HTML,
PHP
+12 more
(view full list)
|
Industry | Financial Services, Business Services General, Consulting, Business Services |
Web Rank | 31 Million |
Keywords | Equity Bonus Plan, Equity Plan |
Competitors | Altum Wealth Advisors, Asset Planning Corporation, Bollin Wealth Management LLC, Core Wealth Management (Jupiter, FL), Selkirk Wealth Advisors, LLC |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 541 Companies, NAICS Code 5239 Companies, NAICS Code 54 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Aikapa Financial Planning & Investment Management employee's phone or email?
The Aikapa Financial Planning & Investment Management annual revenue was $200000 in 2024.
2 people are employed at Aikapa Financial Planning & Investment Management.
Aikapa Financial Planning & Investment Management is based in Corte Madera, California.
The NAICS codes for Aikapa Financial Planning & Investment Management are [52393, 541, 5239, 54, 523, 52].
The SIC codes for Aikapa Financial Planning & Investment Management are [874, 87].