A complete list of active advisors currently associated with Kubo Financial Planning and Investments, LLC

Warmer can help you find a great advisor at Kubo Financial Planning and Investments, LLC or one who fits your needs even better.

Kubo Financial Planning and Investments provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, charitable organizations and businesses, including ERISA‑covered plans. The firm supports plan sponsors with services such as investment policy design, vendor analysis, benchmarking and participant education while serving individual investor goals. The advisor emphasizes goal‑ and risk‑based, long‑term portfolio construction using low‑cost, diversified mutual funds and ETFs, and may retain individual stocks, bonds or options when appropriate; its research combines fundamental and cyclical analysis with routine rebalancing. The firm may employ margin borrowings in separately managed accounts and can offer performance‑based fee arrangements for qualified clients, features that affect both risk profile and fee alignment relative to many peers. Kubo manages $31.2 million in discretionary assets for a small number of clients and pairs individualized wealth planning with pension consulting and plan fiduciary services, including the potential to act as a 3(38) investment manager for plans—capabilities that are less common among independent advisors of this size. The firm maintains institutional relationships with major custodians for trading and operations support, and the principal holds the CFA designation.

To learn more about the advisors currently working at Kubo Financial Planning and Investments, LLC, 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.