As our Financial Planning Assistant, Aska helps retrieve quotes, process applications, and service various insurance products, including life insurance and long term care. She also assists with the preparation of client reports. Aska is currently studying to become a Certified Financial Planner™ and participates in client meetings as part of her training.
Prior to joining KWA in 2021, Aska specialized in tax preparation and estate planning for expatriates at a Japanese tax firm in Gardena. She holds the Enrolled Agent (EA) credential, which is the highest credential the IRS awards. Her interest and enthusiasm in building off her tax knowledge and experience made for a natural transition to her current role as Financial Planning Assistant.
Aska has a passion for community service and engaging with the local community. A native Japanese speaker, Aska provides Volunteer Income Tax Assistance (VITA) services throughout the year to outreach with the Japanese community. In her spare time, she enjoys running with a club in Pasadena. Aska also loves spending time in nature and enjoys outdoor activities including hiking and kayaking.
As our Financial Planning Assistant, Aska helps retrieve quotes, process applications, and service various insurance products, including life insurance and long term care. She also assists with the preparation of client reports. Aska is currently studying to become a Certified Financial Planner™ and participates in client meetings as part of her training.
Prior to joining KWA in 2021, Aska specialized in tax preparation and estate planning for expatriates at a Japanese tax firm in Gardena. She holds the Enrolled Agent (EA) credential, which is the highest credential the IRS awards. Her interest and enthusiasm in building off her tax knowledge and experience made for a natural transition to her current role as Financial Planning Assistant.
Aska has a passion for community service and engaging with the local community. A native Japanese speaker, Aska provides Volunteer Income Tax Assistance (VITA) services throughout the year to outreach with the Japanese community. In her spare time, she enjoys running with a club in Pasadena. Aska also loves spending time in nature and enjoys outdoor activities including hiking and kayaking.
© 2023. Kondo Wealth Advisors. All rights reserved. KONDO WEALTH ADVISORS IS AN SEC
REGISTERED INVESTMENT ADVISER AND HAS NOTICE FILED IN THE FOLLOWING STATES: CA, HI.
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.
Kondo Wealth Advisors, Inc. provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Our firm is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.