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Alexander Edward Okugawa

ONE Degree Advisors, Inc.

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About Alexander Edward Okugawa

Alexander Okugawa is a financial advisor with One Degree Advisors, Inc. Alexander Okugawa has been in the industry since 2015 and is licensed to practice in California. Alexander Okugawa holds the Series 6, Series 63, and SIE licenses. Alexander Okugawa is also a Certified Financial Planner (CFP). One Degree Advisors, Inc. is an SEC registered investment advisor with offices in San Diego, California. One Degree Advisors, Inc. offers financial planning, investment management, and educational seminars to individuals and families.

Firm Information

Alexander Okugawa is currently registered with ONE Degree Advisors, Inc.. ONE Degree Advisors, Inc. is a registered investment advisor headquartered in San Diego, CA. With a team of experienced professionals, they offer a range of financial services, including financial planning, portfolio management for individuals, and educational seminars. The firm serves high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans, managing over $306.5 million in regulatory assets.
ONE Degree Advisors, Inc.

8880 RIO SAN DIEGO DRIVE

SAN DIEGO, CA 92108

$306.54M

Assets Under Management

1

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fixed and hourly fees for financial planing

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Alexander Okugawa’s Registration & Firm History

CA

01/01/2025 - Present

ONE Degree Advisors, Inc. (SAN DIEGO CA)

CA

08/24/2018 - 06/04/2019

SECURITIES AMERICA, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 10/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Edward Okugawa.
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