Aikapa Financial Planning & Investment Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Based in Corte Madera, California, Aikapa Financial Planning & Investment Management is a small financial services firm focused on helping small business owners and families turn their business and personal goals into workable plans. It provides tailored financial planning and wealth management designed to support both career ventures and personal lifestyles, with an emphasis on clear guidance in a complex financial landscape. The firm frames its approach around long-term partnership and a fiduciary standard, aiming to keep clients' interests at the forefront.

Led by principal Edi Alvarez, CFP, the practice emphasizes independent, product-neutral advice delivered through a fixed-fee structure with transparent costs and no surprises. Plans are developed to reflect each client's vision and then revisited annually to stay on track. The company also prioritizes financial education for clients, and offers a no-obligation initial consultation.

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