Broker Check

Our Team

As a member firm of The Wealth Consulting Group, one of nation's leading Wealth Management Firm, we at Kawabe & Associates, LLC, have a 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 a 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 also teamed up with other professionals, including Attorneys and CPAs 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 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, 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,...

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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...

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The Wealth Consulting Group Team