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.
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. 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
What is Look Both Ways Financial's investment strategy?
The firm has not disclosed an investment strategy through any public channel. Without a website, regulatory filing that details strategy, or statements in the financial press, its asset-class preferences, stage focus, and geographic mandate remain unknown.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: