Broker Check
Bob T. Kawabe, CFP®, ChFC, CLU

Bob T. Kawabe, CFP®, ChFC, CLU

Founder and Principal

Bob T. Kawabe, CFP, ChFC, CLU, is the founder and principal of Kawabe & Associates, LLC.  Bob and his team focuses on providing Virtual Family Office solutions, to select groups of successful self-made business owners, entrepreneurs and high net worth individuals with philanthropic interest, who are looking for a much deeper meaning in life beyond financial success and find their "True Wealth." Bob founded Kawabe & Associates, LLC in 1991 with that vision in mind and the goal of making an impact in the lives of the people he serves and hoping to make a dent in the universe.  Bob and his team are part of a very successful national Wealth Planning Firm, Valmark Financial Group, who also shares similar vision and values, as a member firm.

Bob has this great passion for helping people any way that he can. What he loves most about his business is the trusting, long term relationships he builds with each one of his clients. This mutual trusting relationship allows Bob to reach his clients at their deepest, personal level and allow Bob to see a much clearer picture of the client's true desires, so together, they can accomplish what is most important to them. 

Bob's mission statement, "Touch lives to give hope, define purpose and help realize dreams", really resonates with his true purpose in life. This is the primary reason he entered the Wealth Management business over 29 years ago, knowing this is where he can have the most significant impact in the lives of others. 

Together with his Virtual Family Office professional team, Bob helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. 

As a widely recognized leader for the Virtual Family Office services in the professional advisory community, Bob has served on various boards and committees both locally, as well as nationally, such as being a board member of a local Estate Planning Council to serving on various committees of national organizations, such as the Million Dollar Roundtable.  By following his passion to help people, Bob is doing his best in making an impact, particularly in working with the youth, as they are the leaders of our tomorrow.   

Away from the business, Bob is very committed to his family and the community.  Bob is married to his lovely wife, Janet, and together they have two wonderful children, Eden and Luke.  Both Eden and Luke are elite soccer players, Eden playing Division I Women's College Soccer and Luke playing under the U.S. Soccer Developmental Academy with an MLS Academy Team, where he is hoping to be a professional player one day.  When Bob is not spending time with his family, he is very involved in developing today's youth through coaching club soccer and speaking to various youth and young adult groups at schools and vocational centers about the challenges they may be facing and how they can overcome those challenges using his own personal experiences. Bob's favorite hobbies are surfing and working out and he uses that to relax and recharge himself.  He currently splits his time between his home in Mililani, Hawaii and in Orlando, Florida.