Aikapa Financial Planning & Investment Management
Financial Services, 201 Corte Madera Ave, Corte Madera, California, 94925, United States, 1-10 Employees
Phone Number: +18*********
Who is AIKAPA FINANCIAL PLANNING & INVESTMENT MANAGEMENT
REALIZING A DREAM takes more than a vision. At Aikapa, we're all about supporting small business owners and families to achieve their business and personal dreams through tailored financi...
Read More
-
Headquarters: 201 Corte Madera Ave, Corte Madera, California, 94925, United States
-
Date Founded: 2007
-
Employees: 1-10
-
Revenue: Under $1 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
|
NAICS Code: 523940 |
Show More
Does something look wrong? Fix it. | View contact records from AIKAPA FINANCIAL PLANNING & INVESTMENT MANAGEMENT
Aikapa Financial Planning & Investment Management Org Chart and Mapping
Cfp® Edi Alvarez
Certified Financial Planner and Principal, Aikapa Wealth Planning & Management
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Aikapa Financial Planning & Investment Management
Answer: Aikapa Financial Planning & Investment Management's headquarters are located at 201 Corte Madera Ave, Corte Madera, California, 94925, United States
Answer: Aikapa Financial Planning & Investment Management's phone number is +18*********
Answer: Aikapa Financial Planning & Investment Management's official website is https://aikapa.com
Answer: Aikapa Financial Planning & Investment Management's revenue is Under $1 Million
Answer: Aikapa Financial Planning & Investment Management's SIC: 6282
Answer: Aikapa Financial Planning & Investment Management's NAICS: 523940
Answer: Aikapa Financial Planning & Investment Management has 1-10 employees
Answer: Aikapa Financial Planning & Investment Management is in Financial Services
Answer: Aikapa Financial Planning & Investment Management contact info: Phone number: +18********* Website: https://aikapa.com
Answer: REALIZING A DREAM takes more than a vision. At Aikapa, we're all about supporting small business owners and families to achieve their business and personal dreams through tailored financial plans and wealth management. You may be starting a new career or looking for ways to extract the most value from an existing business venture. Perhaps you have a particular lifestyle in mind and need guidance on how to achieve and then sustain it. Whatever your situation or need may be, as a fiduciary we like to put ourselves in your shoes, always keeping your best interests first while bringing clarity to an often daunting financial landscape in a compassionate yet forthright manner. Our approach is unquestionably long-term. Together, we will build and then implement a financial plan carefully aligned with your vision and goals. Then, on an annual basis, we'll update the plan to keep you focused and on track. Aikapa is big on dreams. We know (from experience) that dreams often do come true. But visionaries don't just trust to luckthey plan well and anticipate potential hurdles. OUR PRINCIPAL, Edi Alvarez, CFP works personally with our clients to develop plans that provide busy professionals and families with a comprehensive financial infrastructure that supports their goals. All advice is independent and product neutral. As a fixed-fee firm, all costs are transparent and up-front, no surprises. Aikapa is absolutely committed to your education as a financial consumer and to fostering a better understanding of how you interact with your money. Contact us for a free no-obligation consultation.
Answer:
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month