About OKUNO ASSOCIATES, INC.
OKUNO ASSOCIATES, INC. is a leading financial services firm that specializes in providing personalized and comprehensive advice to clients. With a strong focus on financial planning and investment management, the firm helps clients achieve their financial goals by providing expert guidance and support.
How does the advisor help clients – Key Takeaways:
- Personalized and comprehensive advice
- Strong focus on financial planning and investment management
- Expert guidance and support
Facts and Insights
As a financial expert, OKUNO ASSOCIATES, INC. has gained valuable insights on the latest market trends and investment strategies. Their team of advisors stays informed and updated on financial news and developments to better serve their clients. They utilize this knowledge and experience to provide the best possible advice to clients, tailored to their individual needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
OKUNO ASSOCIATES, INC. serves a diverse range of clients, including individuals, families, small business owners, and corporations. Their extensive experience and knowledge allow them to cater to the specific needs of each client, regardless of their financial situation or goals.
Fees & Compensation
OKUNO ASSOCIATES, INC. follows a fee-based model, meaning their compensation is based on a percentage of the assets they manage for clients. This aligns their interests with those of their clients, ensuring that they are motivated to help clients achieve their financial goals.
Background
Established in 2006, OKUNO ASSOCIATES, INC. has been providing expert financial advice and guidance for over 15 years. Their team of advisors holds various certifications and qualifications, including Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA), showcasing their commitment to excellence and professionalism.
Financial Advisor Disclosures to Know
As a fiduciary, OKUNO ASSOCIATES, INC. is legally obligated to act in the best interests of their clients. They are transparent about any potential conflicts of interest and fully disclose any fees, commissions, or other compensation they may receive for their services.