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:
What Do Low Interest Rates Mean for My Retirement?
Mortgage rates are at historically low levels and borrowing money is relatively cheap. However, a retiree typically has less debt and more saved in…
Value Investing: Will Big, Growth Companies Continue to Dominate?
With the extraordinary performance of a handful of tech-giants, it leads many investors to wonder if we should expect these stocks to continue such strong…
Investment Strategy Basics: How to think about portfolio construction
Perhaps you see the S&P 500 has dropped 2% and think to yourself, “Oh no, my portfolio has dropped 2%!”
