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:
Time to Go to Cash?
Time to Go to Cash? If you believe the market is going to crash there are a few things you can do to protect yourself.
Volatility. Just What the Doctor Ordered
Volatility. Just what the doctor ordered. Although volatility is normal it doesn’t make it any easier. But it checks us back to reality.
Unexpected Expenses and Worry
With the key in the ignition, I turn it over only to hear that dreaded sound…
Why the Price of Bitcoin Has Escalated so Quickly
Media and social hype should not be a reason to buy (or sell) an investment. However, understanding social behavior surrounding Bitcoin can make us better…