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Ken Sakamoto

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.


Chartered Retirement Planning Counselor™


Associate of Arts, University of Hawaii: Leeward Community College

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Visit one of our Locations

San Francisco I - Walnut Creek

2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596

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San Francisco V - San Rafael

3950 Civic Center Drive
Suite 315
San Rafael, CA 94903

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San Francisco III - Santa Clara

3945 Freedom Circle
Suite 950
Santa Clara, CA 95054

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning