Alex Okugawa
Financial Advisor
CFP®, CKA®, CEPA®
You are just as likely to solve a problem by being unconventional and determined as by being brilliant. - James Dyson
Hi, I’m Alex Okugawa. I believe financial planning is about more than just growing wealth — it’s about using money as a tool to live a life of greater meaning, purpose, and freedom.
I work with individuals and families to maximize their wealth, minimize taxes, and create lasting generational impact. Through comprehensive planning, my goal is to help hard-working people gain confidence in their financial lives and focus on what matters most to them.
I’m a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor®, and Certified Kingdom Advisor®, with over a decade of experience. I have a Bachelor of Science in Economics and a minor in Accounting and Mathematics from the University of Redlands. Along with advising clients, I’m the cohost of the Retire Confidently YouTube channel, where we share practical insights to help people plan wisely for retirement and beyond.
Outside of the office, you’ll usually find me hiking the trails at Torrey Pines with my wife, Sarah, and our three young kids Elyse, Elizabeth, and Daniel. I’m passionate about faith, family, and living life with purpose — and I’m grateful to be part of the Maranatha Chapel community.
Helping people live with clarity, confidence, and purpose is why I love what I do.
More Photos:
12 Financial Things You Can Control
Here I will show you 12 financial things you can control in your financial and investment plan and other things you should let go of.
Mega Backdoor Roth: What It Is and Who Should Consider the Strategy
The annual 401(k) contribution limits are often too low for high income earners. In this post, I am going to breakdown a little-known strategy, often dubbed a…
How to Invest in Speculative Stocks
Here I am going to breakdown why investing in individual, speculative stocks is perfectly fine with thoughtful guidelines in place.
Monthly Pension or Lump-Sum: Which option should I take? + Free Resource
As you approach retirement, you might be wondering which option is best. This decision is not one to take lightly. A pension could be the single greatest…