Ken

Sakamoto

CRPC™

picture of a planner

Here to act in your best interests

About me

I work with my clients in crafting a roadmap that helps them create, grow, protect and distribute their wealth in a tax-advantaged manner so they can achieve their financial goals. As a fiduciary, I provide my clients with unconflicted advice and strategies that are in their best interests. And as their lives change, my responsibility is to look at their situations, goals, and futures and help them take the necessary steps so they and their families have a greater sense of security and peace of mind. I grew up in Hawaii in a blue-collar family, and like most people, they lacked financial literacy. My purpose and passion are to help my clients avoid some of the common mistakes that my parents made in planning.

Certifications

Chartered Retirement Planning Counselor™

Education

Associate of Arts, Liberal Arts - University of Hawaii: Leeward Community College

Visit one of our Locations

San Francisco I - Walnut Creek

2175 North California Boulevard

Suite 800

Walnut Creek, CA 94596

San Francisco IV - San Rafael

3950 Civic Center Drive

Suite 315

San Rafael, CA 94903

San Francisco III - Santa Clara

3945 Freedom Circle

Suite 950

Santa Clara, CA 95054

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