Kawasaki Financial, LLC is a fee-only financial planning firm dedicated to helping clients create the financial life of their dreams. Unlike firms that charge high AUM fees, Kawasaki Financial offers an agreed-upon fee structure commensurate with the client's financial situation.
The firm is led by a professional with 30+ years of experience as a CPA and CFP, who takes a personalized approach to financial planning, emphasizing patience, discipline, and long-term investment strategies. Services include financial plan creation, investment management, retirement planning, college funding, and insurance planning.
Fee-only financial planning firm
No high AUM fees
Personalized financial plans
CPA and CFP with 30+ years of experience
Services
Financial Planning
Personalized financial planning to help clients achieve their financial goals and dreams.
Management of investment portfolios with a focus on long-term growth, diversification, and periodic rebalancing.
Index Fund focusDiversificationRebalancing every 6 months
Tax Planning & Preparation
Tax planning and preparation services provided by a licensed CPA.
CPA-ledTax planningFinancial clarity
Retirement Planning
Planning for retirement with a focus on long-term investment strategies and college funding.
Long-term focusCollege fundingInsurance planning
Credentials & Certifications
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Financial Industry Regulatory Authority (FINRA) Compliance
Reviews
Rating
4.4
★★★★☆
Reviews
7
"Curtis is thorough, timely and an excellent communicator."
Frequently Asked Questions
What are your qualifications? +
30 years of experience as a licensed CPA and a Certified Financial Planner (CFP). Both credentials require periodic ethics exams and the highest level of fiduciary standards.
What is your pricing structure? +
We are a fee-only financial planning firm. Payment options include: 1) Monthly Retainer, 2) Hourly, 3) Percentage of assets under management.
What makes you different from other financial firms? +
We strive to mutually develop and monitor personalized financial plans that provide the greatest opportunity to achieve your goals. Your financial success and satisfaction are our top priorities.
How will we meet? +
Depending on your location and preferences, we can meet in person or online through video conference.
What is your investment strategy? +
Long-term investments emphasizing patience and discipline, with varying time horizons requiring different investment vehicles and allocations based on the client's unique situation.
What do you mostly invest my funds in? +
Index Funds most closely align with our investment objectives and philosophy, but we are willing to work with clients who have a strong conviction to another type of investment.
Do you diversify my funds? How often will you rebalance my account? +
Yes, assets should be invested and diversified across the spectrum of asset classes, dependent on risk tolerance and time horizons. Allocations are analyzed at a minimum of every six months and portfolios rebalanced accordingly if material and cost-effective.
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