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Client Tools

Please note, these NaviPlan® software tools are for illustrative purposes only. Given this limitation, you may still find the hypothetical assessments useful and a motivational starting point for a more comprehensive conversation with your Aikapa advisor. Please feel free to contact us if you have any questions regarding assessment results.

 
       
               

 

Aikapa

Wealth Planning & Management

Offices in
San Francisco & Corte Madera

 

Edi Alvarez, CFP®

 

Certified Financial Planner™

 

www.aikapa.com

415.548.0257

       

 

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