# Look Both Ways Financial

Look Both Ways Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://lookbothwaysfinancial.com

## Regulatory record

- **CRD number:** 328755
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328755

## About

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.

## People

- Kaki Perdue — Founder and Financial Advisor
- Kaki Perdue is a CPA and a CFP
- Kaki Perdue is a Fiduciary 100% of the time

## 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.

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Last updated: 2026-08-11T15:07:19.634Z

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