Edi  Alvarez,  CFP<sup>&reg;</sup> - Financial Advisor

Edi Alvarez, CFP®

Wealth Planner

AIKAPA

201 Corte Madera Ave
Corte Madera, CA 94925
FINANCIAL ADVISOR'S WEBSITE
(800) 267-8698
(415) 548-0257
CONNECT WITH Edi
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General

Edi Alvarez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AIKAPA in Corte Madera, CA and the surrounding communities.

Financial Advisor Overview

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.

We're an independent fee-only firm.We have no affiliations with mutual fund companies, broker/dealers or insurance companies.

As a fee-only firm we provide our services on an hourly-project or retainer basis (AIKAPA Guided Plan) or as part of an asset based fee (AIKAPA Managed plan). Within the Guided Plan our clients drive the process, whereas in the Managed Plan we drive the process and actively manage the investment portfolio.

For those that are curious, in modern usage 'AIKAPA is a Hawaiian word that elegantly combines the concepts of friendship and wealth. At AIKAPA it symbolizes both the privilege and commitment of our firm to provide clients and our community with outstanding financial advice.

Whether you need a second opinion, a full plan, a financial/retirement planning workshop or an investment adviser, feel free to call us and it will be our pleasure to guide you: 415-548-0257 or www.aikapa.com

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Financial Advisor Experience

Edi comes to financial advising from a business and science background. She holds a Certificate in Personal Financial Planning (PFP) from UC Berkeley. Her other academic qualifications include a Bachelor of Science degree with Honors as well as a Masters of Science and Bachelor of Education degree.

She has earned the CERTIFIED FINANCIAL PLANNER™ designation, a highly respected certification in the financial industry, and holds a NASD Series 65 license. Her considerable background and professional network in business and finance provides her with insight on how to best design financial plans that meet clients' current and future needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Investment Management, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Retirement, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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