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Our Team

As a member firm of the Valmark Financial Group, one of nation's leading Wealth Planning Firm, we at Kawabe & Associates, LLC, have a team of experts to take us through every step of the Virtual Family Office Process.  Our Team approach to everything we do ensures that we are providing a great client experience throughout the entire process from the quality of service to the expertise we bring in, to best serve our clients.  

As the quarterback of the professional planning team overseeing the entire Virtual Family Office Process, we have teamed up with our professional expert team made up of Attorneys, CPAs, High End P & C Specialists, Insurance Specialists and other experts, as needed, to provide the necessary expertise to get the job done right the first time. This interdependent approach we take, along with being the catalyst of the professional expert team, allows us to stay connected with every member of the team and be on the same page, so collectively, we can help our clients to achieve their ultimate goals. This unique approach of having accountability for the entire planning process is what separates our firm.

For the benefit of our existing clients, we can only take a limited amount of new clients for whom we feel we can make a significant impact each year. However, we welcome you to contact us to see if we are the right fit for you.  

 

 

K&A

Bob T. Kawabe, CFP®, ChFC, CLU

Founder and Principal

(808) 945-7775

bkawabe@kawabeassociates.com

Bob T. Kawabe, CFP, ChFC, CLU, is the founder and principal of Kawabe & Associates, LLC, a Wealth Management Firm, focusing on providing wealth management solutions to select groups of successful self-made business owners,...

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Janet Kawabe

Client Relations Manager

(808) 945-7775

jkawabe@kawabeassociates.com

Janet Kawabe has been with Kawabe & Associates, LLC from the very beginning. She has played an important role for the firm being the very first person our clients meet with her pleasant and friendly voice being the initial contact of...

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VALMARK

Tom Love

Tom Love,CLU®, FLMI

Insurance Analytics

Michael McClary

Michael McClary, MBA

Chief Investment Officer

Chris Bottaro

Chris Bottaro, MBA

Insurance Underwriting

Tyler Denholm

Tyler Denholm, CFA®

Investment Analyst

Zach Hurst

Zach Hurst, CFP

Financial Planning

Phil Jackson

Phil Jackson, MBA, CLU, CFP

Estate and Business Planning

Michael Michlitsch

Michael Michlitsch, MBA, CRPC

Policy Management / Life Settlements

Jessica Rorar

Jessica Rorar, CFP

Financial Technology

Doug Wilburn

Doug Wilburn, JD

Chief Compliance Officer

How We Work

Our first priority is to help you to take care of yourself and your family. We want to get to know you and learn more about your personal situation, identify your dreams and goals, and to really understand what is important in your life.  Building personal long-term relationships with open and honest communication have been the cornerstone for the foundation of our success in working with our clients.