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 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.  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.    

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.  

 

* 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

The Wealth Consulting Group Team

Amber  Kodad

Amber Kodad MBA, CFP®

Director, Advisor Resource Center

Andrew D'Addio

Andrew D'Addio CLU, ChFC

Director, Practice Management Implementations

Brian  Foley

Brian Foley

Trading & Research Assistant

Gabriel Adams

Gabriel Adams, CFP®

CERTIFIED FINANCIAL PLANNER ™ Professional, Advisor Resource Center

John  Stewart

John Stewart

Director of Projects & Business Development

Rafael Melendez

Rafael Melendez

Financial Planning Coordinator Advisor Resource Center

Raymond Bell

Raymond Bell

Advanced Insurance Consulant

Timorey Altamos

Timorey Altamos

Director of First Impresssions

Moira Cowan

Moira Cowan

Client Services Associate