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Paul Sueyuki Okawa

Planned Asset Management

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About Paul Sueyuki Okawa

Paul Sueyuki Okawa is a financial advisor with over 25 years of experience. Paul has worked with Planned Asset Management and Quantitative Strategies, Inc. Paul is a Chartered Financial Analyst. Paul has specialized in Retirement Planning, Financial Planning, and Selection of Other Advisers.

Firm Information

Paul Okawa is currently registered with Planned Asset Management. Planned Asset Management is an investment advisory firm based in Calabasas, CA. They specialize in financial planning, estate planning, and retirement planning. They manage approximately $320,337,000 in assets for 279 accounts, primarily serving individuals, high-net-worth individuals, and pension and profit-sharing plans. They also provide portfolio management services for individuals and select other advisors. You can reach out to them through their website, Facebook page, or LinkedIn company page.
Planned Asset Management

27001 AGOURA ROAD, SUITE 150

CALABASAS, CA 91301-5104

$320.34M

Assets Under Management

Not reported

Total Clients

3

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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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.

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estate planning, retirement planning

Estate planning, retirement planning

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Paul Okawa’s Registration & Firm History

CA

02/08/2010 - Present

Planned Asset Management (CALABASS CA)

CA

04/28/2010 - 05/16/2019

INDEPENDENT FINANCIAL GROUP, LLC (CALABASAS CA)

CA

10/29/2003 - 04/29/2010

AFA FINANCIAL GROUP, LLC (CALABASAS CA)

AZ

11/16/1998 - 11/04/2003

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

CA

10/16/1996 - 11/16/1998

UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)

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Licenses & Designations

BC

Issued 04/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Sueyuki Okawa. Review regulatory record here.
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