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:
Considering the Proper Inflation Rate When Planning
Consider this: In 1948 a cheeseburger at In-In-Out was 30 cents. Nowadays that same cheeseburger costs $2.45, a 717% increase!
Accomplishing Goals By Creating a Painless Budget You Can Stick To
Unless money is given a specific purpose, it will be spent on increasing standards of living, typically outpacing what is earned each month.