Korinne Sugasawara, CFP<sup>&reg;</sup> - Financial Advisor

Korinne Sugasawara, CFP®

Founder and Financial Planner

Kite and Compass Financial

3201 Todd Way
San Jose, CA 95124-2244
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General

Korinne Sugasawara is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Kite and Compass Financial in San Jose, CA and the surrounding communities.

Financial Advisor Overview

Traditional financial advice wasn’t written for everyone. I help curious overthinkers, California and Texas public employees, and people building lives outside traditional structures chart their own financial course. Whether you're navigating a major life transition, managing burn-out, organizing a neurodivergent-friendly money system, or building a chosen family, we will co-create a clear roadmap that aligns your money with your actual life. No asset minimums, zero judgment.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Retirement, Life Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources