Broker Check

Our Team

 As a member firm of The Wealth Consulting Group, one of nation's leading Wealth Management Firm, at Kawabe & Associates, LLC, we have team of experts to take you through every step of our Wealth Management Consultative Process.  Our Team approach to everything we do ensures that we are providing great client experience throughout the entire process with quality service and the expertise to serve our clients.  In addition to our internal team members, we utilize LPL Financial, the largest independent Broker/Dealer in the nation*, to provide us with the best resources our industry has to offer and a top notch operational support to serve you.    

As the quarterback of the planning team overseeing the entire Wealth Management Consultative Process, we teamed up with other professionals, including Attorneys and CPA's to provide you with the necessary expertise to get the job done right the first time. This interdependent approach we take, along with taking on the role of being the catalyst for the professional team, allows all of us to stay connected and be on the same page, so collectively, we can help you to achieve your goals. This unique approach of having accountability for your entire planning process is what separates our firm.

For the benefit of our existing clients, we can only take limited amount of new clients for whom we feel we can make a significant impact each year. However, we welcome you to contact us, so you may qualify for our Second Opinion Service Offer and see if we can make an impact for you!

 

* As reported in Financial Planning magazine 1996-2013, based on total revenues.

 

 

Kawabe & Associates, LLC Team

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,...

Read more

Janet Kawabe

Director of First Impressions

(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...

Read more

Michael Braico

Client Experience Associate

(808) 945-7775

mbraico@kawabeasscoiates.com

Michael Braico joined Kawabe & Associates, LLC in 2017 and has embarked on his path to “building relationships and solving problems.” Michael’s enthusiasm towards helping others falls in line with that of the firm....

Read more

Anthony Burrola

Client Experience Associate

(808) 945-7775

aburrola@kawabeassociates.com

Anthony Burrola joined Kawabe & Associates, LLC in 2017 to work as Client Experience Associate, helping with the operations. Anthony grew up spending most of his early life being around a family business, seeing the day to day of the...

Read more

The Wealth Consulting Group Team