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Welcome to Kondo Wealth Advisors, Inc. (KWA)

 

At Kondo Wealth Advisors, we want to give you the freedom to focus on what brings you happiness and fulfillment, whether it is travel, spending time with your grandchildren, or pursuing your favorite hobbies. We hope you will have peace of mind knowing you are on the right course, that your assets are managed to accomplish your most important goals, and that your professional advisors are working together as a team to develop effective strategies customized to your needs.

 

Kondo Wealth Advisors provides clients with a Comprehensive Financial Plan that serves as a roadmap, outlining steps to lead you towards a successful retirement. We offer a diversified investment strategy to fuel that journey, and insurance solutions to protect what you already have. As an independent Registered Investment Advisory firm, we serve as fiduciaries. That means that our clients are our only boss, and our sole responsibility is to look after their best interests.

 

Please explore this website to learn more about our staff and how we work with our clients. You may also view timely articles from Alan Kondo and Akemi Kondo Dalvi on strategies and new developments that will keep you informed.

 

We look forward to working with you to achieve your hopes and dreams!


 
 
 
 

EDUCATIONAL WORKSHOPS


 

TENTATIVE 2018 SCHEDULE (subject to change)

2018 MARKET OUTLOOK

Saturday, March 10, 2018

10:30 a.m. - 12:30 p.m.

La Canada Flintirdge Library

4545 N. Oakwood Ave.

La Canada Flintridge, CA 91011

 

2018 MARKET OUTLOOK

Saturday, March 24, 2018

9:00 a.m. - 11:00 a.m.

Ken Nakaoka Center*

1670 W. 162nd St.,

Gardena, CA  90247

*not sponsored by the City of Gardena

 

HELP AGING PARENTS WITH FINANCES

Saturday, May 5, 2018

9:00 a.m. - 11:00 a.m.

South Pasadena Library Community Room**

1115 El Centro Street

South Pasadena, CA  91030

**this activity not sponsored by the City of South Pasadena or the South Pasadena Public Library

 

HELP AGING PARENTS WITH FINANCES

Saturday, May 19, 2018

9:00 a.m. - 11:00 a.m.

Ken Nakaoka Center*

1670 W. 162nd St.,

Gardena, CA  90247

*not sponsored by the City of Gardena

 

YOUR RETIREMENT CHECKLIST AND LTC/LI HYBRIDS

Saturday, July 14, 2018

10:30 a.m. - 12:30 p.m.

La Canada Flintirdge Library

4545 N. Oakwood Ave.

La Canada Flintridge, CA 91011

 

YOUR RETIREMENT CHECKLIST AND LTC/LI HYBRIDS

Saturday, July 21, 2018

9:00 a.m. - 11:00 a.m.

Ken Nakaoka Center*

1670 W. 162nd St.,

Gardena, CA  90247

*not sponsored by the City of Gardena

 

INVESTING AFTER AGE 70.5 AND RMDS

Saturday, September 8, 2018

9:00 a.m. - 11:00 a.m.

South Pasadena Library Community Room**

1115 El Centro Street

South Pasadena, CA  91030

**this activity not sponsored by the City of South Pasadena or the South Pasadena Public Library

 

INVESTING AFTER AGE 70.5 AND RMDS

Saturday, September 22, 2018

9:00 a.m. - 11:00 a.m.

Ken Nakaoka Center*

1670 W. 162nd St.,

Gardena, CA  90247

*not sponsored by the City of Gardena

 


 

 

Contact Us

300 North Lake Avenue, Suite 920
Pasadena, California 91101
Phone: (626) 449-7783
Fax: (626) 449-7785
Email: info@kondowealthadvisors.com

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