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State DirectoryAikapa
Annuity General
Serving the Corte Madera area.
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Supporting small business owners and families to achieve their business and personal dreams through tailored financial plans and wealth management.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 415-548-0257
toll free tel/fax - 800-267-8698
- Address:
- 201 Corte Madera Ave Corte Madera, CA 94925
- Email:
- Link:
- Categories
- Financial Planners, Financial Planning Consultants, Investment Advisory Service
- Services / Products
- Independent fee-only financial advice that is product neutral and aligned with your goals. We clarify benefits, exposures, and investments through a mix of carefully crafted financial planning, coaching, workshops and direct advice.
- Payment Options
- Brands
- All advice is independent and product neutral. As a fixed-fee firm, all costs are transparent and up-front, no surprises.
- Location
- Aikapa has offices in Corte Madera (Marin County) and San Francisco, California. Visits by appointment only, please.
- Amenities
- Corte Madera and San Francisco offices BY APPOINTMENT ONLY, PLEASE.
- Languages
- Spanish
- Accreditation
CFP
Aikapa is a Registered Independent Advisor and financial planning firm in the State of California. Edi Alvarez, Principal.
PFP UC Berkeley
- Associations
- FPA,MCEPC
- AKA
Aikapa Wealth Planning & Investment Management
General Info
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.