Aikapa Financial Planning and Investment Management
700 Larkspur Landing Circle
Larkspur, CA 94977
Additional location:
One Embarcadero
San Francisco, CA 94111
How We Are Unique
First and foremost, Aikapa is committed to your education as a financial consumer and to fostering a better understanding of how you interact with your money. We clarify employer benefits, goals, exposures, and investments through a mix of carefully crafted financial planning, coaching, workshops and direct advice.
Our aim is to provide recommendations ideally suited to help our clients reach their goals. We have no affiliations with mutual fund companies, broker/dealers or insurance companies, enabling us to guide our clients toward solid financial decisions that are product neutral and aligned with their goals.
As a "fixed fee" and "fee only" firm we provide our services on an hourly-project or retainer basis (the Aikapa Guided Plan) or as part of an asset based fee (the Aikapa Managed Plan).
Aikapa is dedicated to helping you stay on top of your financial health without compromising those ever important career and social goals. Like our clients, we are passionate about what we do – building a sound financial infrastructure that will support our clients' current and future objectives.
Comprehensive Planning Services
Our clients are keen to see their finances integrated within their life goals. They want us to completely understand their financial world before we provide them with a plan, coaching, and advice.
To do this, Aikapa requires a comprehensive plan approach to ensure that you are aware of the priorities and understand them in terms of your financial situation.
We work to make the process as easy and stress-free as possible.
To be able to build a comprehensive plan, we must to be exposed to your sensitive financial situation, which is completely confidential. We liken our role to that of a doctor or lawyer and do not ever share or discuss your financial situation with anyone without your prior permission.
A complimentary initial consultation is provided over the phone or at one of our quarterly seminars in the Bay Area.
The following 6-steps outline our planning process, that we cover when we meet:
1.) 
Establish and define the relationship with you.
2.) Gather pertinent data.
3.) Analyze and evaluate your financial status.
4.) Develop and present our planning recommendations.
5.) Implement the financial planning recommendations. You can either implement the "financial roadmap" yourself or we can implement it for you.
6.) Coach and provide ongoing support for your financial plan. You can either control the ongoing management or we manage it for you.
Our Services
- Cash Flow Planning
- Investment Planning
- Life Risk Management – Insurance Planning
- Retirement – Financial Independence Planning
- Tax Planning
- Estate Planning
- Philanthropy Planning
Our Principal and Founder - Edi Alvarez, CFP®
Edi works personally with our clients to develop plans that provide busy professionals with a financial infrastructure that supports their goals. Edi believes in bringing clarity and direction to what can be a daunting amount of financial information. During her professional career, Edi was an accomplished executive and a business owner.
She holds a Bachelor of Science degree with Honors as well as a Masters of Science and Bachelor of Education degrees. She is a Registered Investment Advisor and has NASD Series 65 license for Independent Investment Advisors. She has earned the CERTIFIED FINANCIAL PLANNER™ standard, a highly respected certification in the Financial Industry.
Her strong background and professional network within the financial, and business areas provides her with insight on how to best design financial plans that meet client's current and future needs.
Edi is an active member of the Financial Planning Association (FPA) of San Francisco and East Bay FPA.
She continues to support professional development in her community and is currently on the executive of sfAWIS (Association for Women in Science, San Francisco Chapter).
She publishes financial articles and provides workshops for professionals.
For anyone curious, in modern usage 'Aikapa is a Hawaiian word that elegantly combines the concepts of friendship and wealth. At Aikapa it symbolizes both the privilege and commitment of our firm to provide clients and our community with financial advice that is best for their needs.
Please be aware that Aikapa Financial Planning and Investment Management has a portfolio minimum of $100,000 to accept inquiries through this directory.
