RetiringUpstream

AKEMI KONDO DALVI (co-author of Retiring Upstream: Finding Happiness and Security in the Transition of a Lifetime) is a Financial Advisor in the field of retirement planning and investment management. She has worked with Kondo Wealth Advisors, LLC (“KWA”), a professional wealth management practice since 2008. Akemi is also employed as a Registered Representative of Purshe Kaplan Sterling Investments, Inc. (“PKS”), a registered broker-dealer and Member FINRA/SIPC. Akemi is an Investment Advisor Representative in the state of California.

Prior to working as a Financial Advisor, Akemi worked at PricewaterhouseCoopers, LLP (“PwC”), a global professional services firm. She joined Transamerica in 2008. In 2010, Akemi received her Series 7 license as a General Securities Representative and her Series 66 license as an Investment Advisor Representative. Akemi holds the professional designation of Certified Public Accountant (“CPA”) awarded in 2008 by the California Board of Accountancy. Akemi is also licensed to sell life insurance and long term care in the state of California. Akemi is a member of the Financial Planning Association and the American Institute of Certified Public Accountants.

Akemi was born in Los Angeles, California. She received her Bachelor of Science degree from the University of Southern California in the field of Accounting. She is married to Ashay and they have a son, Aiden.


(11/2013)

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