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RIA · CRD 328755State-Registered Investment Adviser

Updated:

Look Both Ways Financial

Look Both Ways Financial is dedicated to personal finance education. Although Kaki Perdue is a CPA, Look Both Ways Financial is not a CPA firm.

Overview

Look Both Ways Financial is dedicated to personal finance education. Although Kaki Perdue is a CPA, Look Both Ways Financial is not a CPA firm. Look Both Ways Financial does not earn commissions if you decide to invest your money. Kaki Perdue, Founder and Financial Advisor at Look Both Ways Financial, is a CPA and a CFP and is a Fiduciary 100% of the time.

General information

Firm type

RIA

Principals

Kaki Perdue

Founder and Financial Advisor

Kaki Perdue is a CPA and a CFP

Kaki Perdue is a Fiduciary 100% of the time

Frequently asked questions

Does Look Both Ways Financial participate in fund commitments or only direct deals?

There is no public information about whether the firm accesses investments through fund commitments, direct deals, co-investments, or a hybrid model. Without a known investment track record, its participation style cannot be determined.

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