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"To touch lives to give hope, define purpose and help realize dreams!"

Kawabe & Associates, LLC

About Us

As a member firm of the 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 coordinate and help run the Virtual Family Office for successful self-made business owners, entrepreneurs and high-net-worth individuals as their personal CFO, and to help them 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 those 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 "Living the Life of Significance!"            

We strongly believe in the “High Touch” experience.  This is all about personalized relationships we form with our clients at the deepest level, so we can truly understand how we can best serve you!  From our personalized communication, to deep intimate relationship we form, it is all about understanding who you are, what your goals are, what you value most and what might be the important things in your life. 

This understanding helps us to have a clearer picture to form a solid foundation, and to build a personalized solutions, that is connected to your true purpose.   

We also provide "Life Coaching" for those who are interested, to help us stay connected with our life's true purpose.  This is all about learning and staying connected to our principles, values and gain insightful ideas from many great minds of the past and the present to help us with our personal development.  Our hope is, this knowledge can further enrich your life and help make an impact in the life of those you really care about.  

We offer initial consultation called the Discovery Meeting, for those who qualify.  The purpose of this meeting is for us to get to know each other, learn about what might be important for you and see if we are a good fit. If we are, we can move on to the next step and take you through our Virtual Family Office Process we have developed over the years. This process will help us to get better understanding of 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 the field, and to provide top expert help in getting the job done right.  As the catalyst of your professional planning team, we typically bring in other experts from our professional network team, to collaborate before implementing the plan.  Our goal is to get you the best resources available and get the job done the right way, so you can have the peace of mind to just enjoy life and do what you love to do!  

We take great pride in being a Professional Independent Firm, where 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, ready to go beyond success and make an impact in this world, we might be the firm to help you get there.  We have the right mindset, the right attitude, and most importantly, we have the vision to see the big picture with you, so 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" offer.  We look forward to meeting you!