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AIKAPA
Aikapa is an independent fixed-fee financial planning and investment management firm serving small business owners and families in Corte Madera, Marin County,...
Overview
Aikapa is an independent fixed-fee financial planning and investment management firm serving small business owners and families in Corte Madera, Marin County, and the San Francisco Bay Area. As a fiduciary it provides product-neutral advice aligned with clients' goals, with a long-term approach of building and annually updating financial plans. All costs are transparent and up-front.
General information
Firm type
Multi Family Office
Location
City
Corte Madera
Principals
Edi Alvarez
CFP — Founder and Principal
Edi Alvarez
CFP — Principal
Frequently asked questions
What services does AIKAPA provide to its clients?
AIKAPA offers investment management, estate planning, family governance, and wealth advisory services. The firm tailors these to the specific needs of each family, with a focus on intergenerational wealth preservation.
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