Passionate Leader and Visionary
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.
A Mission with Purpose
Bob’s mission statement reflects his purpose: “To touch the lives of others to give hope, help them see all the possibilities, help define their true purpose and help realize their dreams.” Believing anything in life is possible, he empowers clients to gain clarity and pursue their aspirations. Drawing from personal challenges, Bob inspires mindset shifts, enabling others to approach life with confidence and determination.
His motto: “Dreams do have a way of coming true, so why not believe and take the necessary action?”
Family: The Heart of Bob’s Passion
Family is Bob’s greatest inspiration. Coming from a broken family with no sense of belonging, having a family to call his own means everything to him. Bob and his wife Janet have been together for over 40 years, they share a strong bond and love for each other and the family, they are proud parents of two wonderful children, Eden and Luke.
Both Eden and Luke, as elite athletes played Division I soccer and now pursuing separate unique paths—Eden is pursuing to become a commercial pilot, and Luke is on a journey to play professional soccer in Germany. Their dedication reinforces Bob’s belief in perseverance and purpose, driving his passion to help clients gain the freedom to focus on what truly matters.
Making an Impact Beyond Business
Bob’s commitment extends beyond wealth management. He mentors youths and young adults, guiding them through challenges with lessons from his own life. Over 20 years of coaching youth athletics, including his own children, Bob learned that life is about focusing on what we CAN control: our mindset, work ethic, attitude, and effort, rather than focusing on external uncontrollable outcomes like winning or losing.
Coaching is a significant part of who Bob is, who he had become, and uses sports as a tool to teach kids about life. Bob sees this mission as vital in cultivating the next generation of leaders.
A Legacy of Transformation
Bob fosters lasting legacies by prioritizing meaningful relationships and helping clients achieve freedom and fulfillment.
For Bob, living a purposeful life transcends financial milestones; it’s about empowering people to live their “Amazing Life of Significance!” By asking profound questions—“Why are you here? What is your purpose? How do you want to be remembered?”—he helps people to shift their focus from financial goals to building purpose driven life. He believes that business and money are just tools to create freedom to live your purpose, and not the end goals.
Bob inspires his clients to embrace their purpose, transform mindsets, and helps them turn dreams into reality. His legacy will be one of hope, inspiration, empowerment and encouragement that with strong belief and action, anything in life is possible!
Bob splits his time between his home in Mililani, Hawaii and Orlando, Florida. When his kids are home, he enjoys having family time going surfing, hiking, and watching movies together. He loves to surf, work out and study personal development. He also loves to watch all sports.
Making an Impact Beyond Business
Bob’s commitment extends beyond wealth management. He mentors youths and young adults, guiding them through challenges with lessons from his own life. Over 20 years of coaching youth athletics, including his own children, Bob learned that life is about focusing on what we CAN control: our mindset, work ethic, attitude, and effort, rather than focusing on external uncontrollable outcomes like winning or losing.
Coaching is a significant part of who Bob is, who he had become, and uses sports as a tool to teach kids about life. Bob sees this mission as vital in cultivating the next generation of leaders.
A Legacy of Transformation
Bob fosters lasting legacies by prioritizing meaningful relationships and helping clients achieve freedom and fulfillment.
For Bob, living a purposeful life transcends financial milestones; it’s about empowering people to live their “Amazing Life of Significance!” By asking profound questions—“Why are you here? What is your purpose? How do you want to be remembered?”—he helps people to shift their focus from financial goals to building purpose driven life. He believes that business and money are just tools to create freedom to live your purpose, and not the end goals.
Bob inspires his clients to embrace their purpose, transform mindsets, and helps them turn dreams into reality. His legacy will be one of hope, inspiration, empowerment and encouragement that with strong belief and action, anything in life is possible!
Bob splits his time between his home in Mililani, Hawaii and Orlando, Florida. When his kids are home, he enjoys having family time going surfing, hiking, and watching movies together. He loves to surf, work out and study personal development. He also loves to watch all sports.
Empowering Entrepreneurs to Elevate Business Success, Safeguard Wealth, and Embrace a Purposeful Life Beyond Business Achievements.
Check the background of your financial professional on FINRA’s Broker’s Check
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.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act: suggests the following link as an extra measure to safeguard your data: Do Not Sell My Personal Data
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.
To view our Customer Relationship Summary, Click Here (Form CRS)
