Alex E. Okugawa,  CFP<sup>&reg;</sup> - Financial Advisor

Alex E. Okugawa, CFP®




8880 Rio San Diego Dr, Ste 1000
San Diego, CA 92108-1644
(619) 282-3288 CONNECT WITH Alex
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Alex Okugawa is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ONE DEGREE ADVISORS in San Diego, CA and the surrounding communities.

Financial Advisor Overview

One Degree Advisors was founded with the simple idea of providing excellent advice in the best interest of the client. We understand that finances touch every area of your life and that your financial decisions should be in alignment with your family’s values. We appreciate your unique priorities and will build a customized plan to help you make an impact.

About Me: As a Financial Advisor at One Degree Advisors, I help clients achieve their goals and make an impact with their wealth. After a brief internship with One Degree while in college, I found my true passion of helping people gain confidence in their financial lives and focusing on their unique priorities through holistic planning.

I graduated graduated from the University of Redlands, earning a Bachelor of Science in Economics and a minor in Accounting and Mathematics. I am a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor and a Certified Kingdom Advisor. I am also the author of Controlling Controllables where I write columns addressing practical ways people can increase their financial wisdom.

When outside of the office, I’m either spending time with family and friends or you can find me working out, enjoying the beach, or hiking Torrey Pines with my wife, Sarah. Anything outdoors and active, I’m there! Attending Game 7 of a World Series is on my bucket list!


Financial Advisor Experience

Financial Advisor, One Degree Advisors, 2015 - Present

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - Certified Kingdom Advisor (CKA®) Certified Exit Planning Advisor (CEPA)

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources