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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!

 

 

Download our Form CRS

 
 
 
 

EDUCATIONAL WORKSHOPS

2021 SCHEDULE 

 

Higher Taxes and Your Financial Future

   -Effect on Estate Planning

   -Reducing Taxes

Saturday, September 11th, 2021

09:00 am – 10:00 am

Zoom Webinar

(Zoom link to be emailed upon registration. Contact info@kondowealthadvisors.com for more information.)

 

 

 

 

 

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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