About KAWASAKI FINANCIAL, LLC
KAWASAKI FINANCIAL, LLC is a financial advisory firm that specializes in providing personalized and comprehensive financial planning and management services to its clients. With a team of experienced financial experts and a dedication to providing top-notch service, they help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning and management services
- Helps clients achieve their financial goals and secure their financial future
- Works with experienced financial experts
Facts and Insights
As of 2021, KAWASAKI FINANCIAL, LLC manages over $500 million in assets under management. The firm has a team of more than 20 financial advisors who have an average of 10 years of experience in the industry. Over the years, the firm has gained a reputation for its exceptional service and expertise in financial planning and wealth management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 20+ |
Financial Services Offered
- Retirement planning
- Investment management
- Asset allocation
- Estate planning
- Tax planning and management
- Insurance planning
- Education funding
Client Types
KAWASAKI FINANCIAL, LLC offers its services to a diverse range of clients, including high net worth individuals, families, and small business owners. They also work with retirees, pre-retirees, and young professionals looking to build a solid financial foundation for their future.
Fees & Compensation
KAWASAKI FINANCIAL, LLC follows a fee-only structure, which means they are compensated solely by client fees and do not earn any commissions from selling products or investments. This ensures that their interests are aligned with those of their clients and they can provide unbiased and objective financial advice.
Background
KAWASAKI FINANCIAL, LLC was founded in 2008 by John Kawasaki, a seasoned financial advisor with over 25 years of industry experience. Under his leadership, the firm has grown to become a respected name in the financial advisory industry, known for its personalized approach and commitment to helping clients achieve financial success.
Financial Advisor Disclosures to Know
KAWASAKI FINANCIAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interests of their clients at all times. The firm also follows strict industry regulations and regularly discloses any potential conflicts of interest or disciplinary actions.