Bob T. Kawabe, CFP, ChFC, CLU, CEPA
Founder and CEO
As a member firm of Valmark Financial Group, Kawabe & Associates, LLC was founded by our Principle, Bob T. Kawabe, CFP, ChFC, CLU, in March of 1991 with a very simple vision in mind.........."To touch lives to give hope, define purpose and help realize dreams"
We work as a personal CFO for successful self-made business owners, entrepreneurs and high net worth individuals and help them to enrich second half of their life by maximizing what we call, "True Wealth." This is where "Wealth" is no longer about just money, rather, it is more about what matters most in life. For most, it is about making an impact in the lives of people they truly care about. Their family, their community and causes that might be very important to them. We want to help take you from being Successful to becoming Significant!
We provide high level professional experience called, the “High Touch” experience. This is all based on the Human Element of our relationship, so we can really get to know you and understand what you stand for. From our personal coherent and connected communication we have with you, to deeper intimate relationship we form, it is all about us, truly wanting to understand who you are, what you are about, what you really value and what are the important things in your life. This understanding gives us a clearer picture about you and establishes the basis for the heart of your plan. In addition, we provide "Life Coaching" for those who might be interested, to help our clients stay connected to their life's principles and gain ideas from many great minds of the past and the present. Our hope is this knowledge can further enrich your life and help make an impact in the life of those you really care about.
Our initial consultation for those who qualify, called the Discovery Meeting, will help us to get an good idea on whether we might be a good fit for you. If we are, we continue with the "Five Step Wealth Management Consultative Process" we have develop over the years to make sure every detail is taken into account. This process can help us to understand clearly, where you are currently, where you want to go, and identifying any gaps or potential problems to get you there.
We strongly believe in working as a team, to work with the best of the best professionals in their field and provide you with the top expert help to get the job done right. As the catalyst of your planning team, we typically bring in experts from our professional network team, to collaborate before implementing the plan. Our goal is to get you the best resources available, to get the job done right, so you can have the peace of mind and just enjoy life!
Being an Independent Firm, we do not represent a company or work as an employee of a company, we can honestly say we are solely focused on what is in the best interest for our clients without having any bias. This allows us to sit on the same side of the table with you and stay focused on what is most important…….…helping and serving YOU!
If you are a successful self-made business owner, entrepreneur or high net worth individual looking to make an impact in this world, we might be the firm to help you get there. We have the right team, the technology, the tools and the experience, and most importantly, we have the ability to see the big picture with you to understand how we can properly guide you. We would enjoy the opportunity to learn more about you, your dreams and your goals. Please contact us and see how you can qualify for our "Stress Test" or the "Second Opinion" service offer. We look forward to meeting you!