ALAN KONDO, CFP, CLU, CCA, (co-author of Retiring Upstream: Finding Happiness and Security in the Transition of a Lifetime; and author of The Path to Antei: A Japanese American Guide to Financial Success) a specialist in retirement and estate planning, is a Certified Financial Planner™ ("CFP"), Chartered Life Underwriter ("CLU"), and Certified Collaborative Advisor ("CCA"). Kondo Wealth Advisors, LLC ("KWA"), provides investment management and risk management as well as advisory services for retirement planning, estate planning and charitable planning.
He is a regular columnist in the Rafu Shimpo on retirement and estate planning topics. He is the author of the book Path to Antei, A Japanese American Guide to Financial Success and a contributing author on Giving: Philanthropy for Everyone.
He received his Bachelor's degree at the University of Toronto, and his Master's degree from Loyola Marymount University. Originally from Toronto, Canada, he is married to Ruth Wakabayashi, a retired teacher with the Los Angeles Unified School District. They have three daughters, Kimiko, Akemi and Masayo. He continues to give his time and talent generously to community organizations such as Keiro Senior Healthcare, Little Tokyo Service Center, Japanese American Community and Cultural Center, Japanese American National Museum, East San Gabriel Valley Japanese Community Center, and Japanese American Cultural and Community Center Northern California.
Alan was a recipient of the Steven Tatsukawa Memorial Fund Award, given to individuals committed to the progress of the Asian Pacific American community. He was a key creative force in Visual Communications, an Asian Pacific media and resource center.
Before going independent as a Registered Investment Advisor, KWA was Transamerica's top Advisory Firm and received Transamerica’s “Leading Producer” and “Outstanding Advisory Services Achievement” awards. KWA became an independent Registered Investment Advisor in 2011 motivated by Alan's goal to "have our clients be our only boss" and better achieve their goals with trusted advice, considerate care and the best financial strategies available.
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