A complete list of active advisors currently associated with Ikigai Planning
Warmer can help you find a great advisor at Ikigai Planning or one who fits your needs even better.
Ikigai Planning works with individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities, with a stated focus on business owners and clients who receive equity compensation. The firm offers ongoing wealth management (financial planning with an optional investment management component) and limited-scope, project-based financial planning engagements. The firm’s investment approach is evidence‑based and academic in orientation, emphasizing strategic asset allocation, broadly diversified exposure to well‑documented return factors, and implementation primarily through low‑cost passive funds and systematic vehicles. Financial planning is delivered on an ongoing, client‑specific basis with attention to goals, time horizon, and risk tolerance rather than market timing or active stock selection. What distinguishes the firm from many peers is its principal’s concurrent law practice: the brochure discloses that the firm’s owner maintains a separate legal practice and may make bi‑directional referrals, with about 15% of professional time devoted to legal work and written policies to manage the resulting conflict. The firm also includes retirement plan consulting for employer plan sponsors as part of its wealth management offering and is a newly registered adviser that currently reports no assets under management.
To learn more about the advisors currently working at Ikigai Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tustin, CA
| 4
|
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