Bob T. Kawabe, CFP, ChFC, CLU, CEPA, is the Founder and CEO of Kawabe Advisory Group, with offices in Honolulu, Hawaii, and Orlando, Florida. Since 1991, Bob has dedicated his career to empowering self-made, family-oriented business owners and entrepreneurs. His mission is to help clients achieve true freedom, enabling them to live life on their terms.
Bob deeply connects with clients, addressing their Five Major Concerns: Preserving Wealth, Mitigating Taxes, Taking Care of Their Loved Ones, Protecting their Assets, and Magnifying Charitable Impact. Beyond financial guidance, he inspires clients to live an “Amazing Life of Significance”—spending time with those they love, pursuing passions, and making a meaningful impact in the life of others.
Janet Kawabe has been with Kawabe Advisory Group from the very beginning. She has played an important role for the firm by being the very first person our clients meet with her friendly smile or warm greeting over the phone. She takes great care of our clients through her personalized service which sets the tone for a great client experience. She also takes care of the daily operations of the firm.
As a member firm of the Valmark Financial Group, one of nation’s leading Wealth Planning Firm, we at Kawabe Advisory Group have a team of experts to take us through every step of the Virtual Family Office Process. Our Team approach to everything we do ensures that we are providing a great client experience throughout the entire process from the quality of service to the expertise we bring in, to best serve our clients.
Empowering Entrepreneurs to Elevate Business Success, Safeguard Wealth, and Embrace a Purposeful Life Beyond Business Achievements.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201. Kawabe Advisory Group, LLC. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
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