Alex Okugawa
Financial Advisor
CFP®, CKA®, CEPA®
Focus on what you have control of; master your spending and save diligently…Then, make a plan and stick with it!
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:
Tips for the Young Investor’s 401k
Neglecting the importance of asset allocation, savings rates, and choosing between Traditional or Roth contributions can impact your future considerably.
How Successful People Make Decisions
How successful people make decisions. Those who correctly and effectively take action are the ones who ultimately succeed.
Blinded by the Past
Recency bias is a flaw in all humans. People are blinded by the past and are more likely to recall recent events than they do past events.
Financial Advice for Elyse
For now, she has three main functions: sleep, eat, and poop. But that won’t last forever. Financial adivce for my newborn daughter Elyse.