PODCAST:   Deeper CPA Financial Planner Connections!

In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to a number of questions related to her work and life.

Share with

In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions:

  • How did she create a niche practice to serve Japanese Americans?
  • How did the pandemic lead to endless possibilities for attracting and retaining clients and staff?
  • What allows her to spend her time on what she loves most?
  • How does she build her knowledge and community of other advisors?
  • What do her clients find most valuable about her service offering?

The commentary on this website reflects the personal opinions, viewpoints and analyses of Kondo Wealth Advisors, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Kondo Wealth Advisors, Inc. or performance returns of any Kondo Wealth Advisors, Inc.  Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Kondo Wealth Advisors, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.