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Alex Okugawa, CFP®, CKA®, CEPA

CERTIFIED FINANCIAL PLANNER
One Degree Advisors


LinkedIn


Areas of Concentration

Comprehensive Financial Planning, Investment Management, Wealth Management

Office Location

One Degree Advisors
8880 Rio San Diego Dr., Suite 1000
San Diego, CA 92108

Description

One Degree Advisors was founded with the simple idea of providing excellent advice in the best interest of the client. We understand that finances touch every area of your life and that your financial decisions should be in alignment with your family’s values. We appreciate your unique priorities and will build a customized plan to help you make an impact.

About Me: As a Financial Advisor at One Degree Advisors, I help clients achieve their goals and make an impact with their wealth. After a brief internship with One Degree while in college, I found my true passion of helping people gain confidence in their financial lives and focusing on their unique priorities through holistic planning.

I graduated graduated from the University of Redlands, earning a Bachelor of Science in Economics and a minor in Accounting and Mathematics. I am a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor and a Certified Kingdom Advisor. I am also the author of Controlling Controllables where I write columns addressing practical ways people can increase their financial wisdom.

When outside of the office, I’m either spending time with family and friends or you can find me working out, enjoying the beach, or hiking Torrey Pines with my wife, Sarah. Anything outdoors and active, I’m there! Attending Game 7 of a World Series is on my bucket list!

Contact Alex