
Our Comprehensive Financial Plans are designed to put clients on the road towards achieving their financial goals, to keep them on track, and to get there in the most reliable and cost-effective way.
Everyone looks at their world through a frame of their values. Each plan that we create is unique because it takes into consideration the client’s history, community, culture, and values. Clients are very comfortable with their plan because it is distinctively theirs. Their plan doesn’t remain untouched but becomes an active blueprint for achieving their future goals.
President & CEO
Founder
COO & CCO
Financial Planning Assistant
Processing Supervisor
& Paraplanner
Processing Associate
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Kondo Wealth Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kondo Wealth Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. This website is solely for informational purposes. Past performance is no guarantee of future returns. All investing involves risk and possible loss of principal capital.
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