Make an Impact with Your Wealth
At One Degree Advisors, our mission is to empower individuals and families to achieve their financial goals, make a lasting impact, and enjoy the financial freedom they deserve. We believe that everyone deserves a life of purpose, peace of mind, and prosperity. That's why we've built a team of experienced financial professionals who are dedicated to helping you achieve financial clarity, confidence, and security.
Our Services
At One Degree Advisors, we offer a range of services designed to help you achieve your financial goals. Our bespoke approach is centered around our thoughtful 3-step process:
- Listen: We take the time to understand your unique priorities, values, and financial aspirations.
- Plan: We develop a customized plan tailored to your needs, goals, and financial situation.
- Guide: We monitor and adjust your plan as your life changes, ensuring that you stay on track to achieve your financial objectives.
Our services include:
- Financial & Tax Planning: We help you create a financial plan that aligns with your values and goals, providing you with confidence, clarity, and peace of mind.
- Investment Management: Our expertise in investment management helps you build a diversified portfolio that aligns with your risk tolerance, time horizon, and financial goals.
- Family Legacy Planning: We help you create a lasting legacy by optimizing your time, talent, resources, and relationships, ensuring that your values and priorities are passed down to future generations.
Our Team
Our team of certified financial planners (CFPs) and professionals are dedicated to providing you with exceptional service, expertise, and guidance. Our team includes:
- Audrey Coleman, CFP, CKA: Our Founder and Financial Advisor
- Janice Thompson, MSFS, CFP, CKA, CEPA: Our Founder and Family Legacy Director
- Anthony Saffer, CFP, CKA: Our CEO and Financial Advisor
- Alex Okugawa, CFP, CKA, CEPA: Our Financial Advisor
- Jody Thomason, CFP: Our Financial Advisor
- Jeff Luebe, CFP: Our Client Services Manager
- Jill Schiller: Our Office Manager
- Matthew Calcagno, CFP, CKA: Our Financial Advisor
- Philip Reuer, MS: Our Financial Advisor
- Nolita T. Ramirez: Our Receptionist
Why Choose One Degree Advisors
At One Degree Advisors, we're committed to providing you with a personalized approach that prioritizes your unique needs, goals, and values. We're dedicated to helping you make a lasting impact on your financial future and creating a legacy that endures.
Stay Connected
Stay up-to-date on the latest financial wisdom and insights by visiting our blog, where our team shares valuable information on retirement planning, investment management, and family legacy planning.
Overview of One Degree Advisors
Excellent Financial Guidance
One Degree Advisors has received outstanding reviews from clients who have been extremely satisfied with the financial guidance provided by their advisor, Alex Okugawa. Clients have praised Alex for his professionalism, wisdom, and personalized approach to financial planning.
Key Strengths
- Trustworthy and Knowledgeable: Clients have complete trust in Alex's expertise and advice, feeling confident in his ability to guide them towards financial security.
- Personalized Service: Alex takes the time to understand individual needs and provides tailored guidance, making clients feel heard and valued.
- Responsive and Accessible: Clients appreciate Alex's prompt responses to their questions and regular meetings to review their progress.
