•   |  (626) 449-7783

Inoculating The Economy Amid Jitters Over A President Trump

More...

IRS Closes Valuation Loopholes

More...

Five Tax-Smart Ways To Transfer Your Wealth

More...

Ten Frequent Retirement Mistakes You Should Avoid

More...

Tune Into The Tax Break For NUA

More...

Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.

 

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


 

INVESTMENT STRATEGY UNDER TRUMP

Saturday, March 25, 2017 - CANCELLED

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

HELP AGING PARENTS WITH FINANCES

Saturday, May 13, 2017

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

Saturday, May 20, 2017

9:00 a.m. – 11:00 a.m.

South Pasadena  Public Library

Community Room

1100 Oxley Street

South Pasadena, CA  91030

(This activity is not sponsored by the City of South Pasadena or the South Pasadena Public Library)

 

YOUR RETIREMENT CHECKLIST

Saturday, July 8, 2017

10:30 a.m. – 12:30 p.m.

La Canada-Flintridge Library

4545 North Oakwood Avenue

La Canada-Flintridge, CA  91101

(This activity is not sponsored by the City of La Canada-Flintridge or the La Canada-Flintridge Library)

 

Saturday, July 22, 2017

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

INVESTING AFTER AGE 70.5 & RMDs 

Saturday, September 9, 2017

9:00 a.m. – 11:00 a.m.

South Pasadena  Public Library

Community Room

1100 Oxley Street

 

South Pasadena, CA  91030

(This activity is not sponsored by the City of South Pasadena or the South Pasadena Public Library)

 

Saturday, September 23, 2017

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Center

1670 W. 162ndStreet

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

Newsletter Sign Up