Akemi Dalvi
President/CEO at Kondo Wealth Advisors
- Role
- Senior Wealth Manager, Financial Planner, CPA, Cfp, Owner at Kondo Wealth Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Akemi Dalvi
Senior Wealth Manager with a demonstrated history of working in the Financial Services industry. Skilled in Financial Planning, Investment Management, and Finance and Accounting. Strong entrepreneurship professional with a Bachelor of Science in Accounting from University of Southern California.
Experience
Senior Wealth Manager, Financial Planner, CPA, Cfp, Owner
Mar 2008 — Present · Pasadena, CA, US
Kondo Wealth Advisors is a wealth management and financial planning firm. We provide clients with a Comprehensive Financial Plan that serves as a roadmap, outlining steps to lead you towards a successful retirement. We offer a diversified investment strategy to fuel that journey, and insurance solutions to protect what you already have. As an independent Registered Investment Advisory firm, we serve as fiduciaries. That means that our clients are our only boss, and our sole responsibility is to look after their best interests.
Education
University of Southern California
Bachelor of Science - BS, Accounting
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