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
I work with clients to maximize their wealth, minimize taxes, and create a lasting generational impact.
After an internship while in college, I found my passion in helping hard-working people gain confidence in their financial lives and focusing on their unique priorities through comprehensive planning.
I graduated from the University of Redlands, earning a Bachelor of Science in Economics and a minor in Accounting and Mathematics. I am a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner, and Certified Kingdom Advisor. I am also the author of Controlling Controllables where I write columns addressing practical ways people can increase their financial wisdom.
When outside of the office: I’m hiking Torrey Pines with my wife, Sarah, and daughters, Elyse and Elizabeth, or working out. Anything outdoors and active, I’m there!
Bucket List: Attend Game 7 of a World Series.
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…