RICK KAGAWA, CFP®, CLU®, CHFC®, LUTCF

President and Owner, Capital Resources®

Mr. Richard Kagawa has been a financial services professional for over twenty years through his company.  During that time he has had one consistent mission – to improve his clients’ lives. Whether it’s helping families save and plan for children’s college education, creating estate plans that will help senior adults leave a legacy, or advising individuals on building independent financial futures, Mr. Kawaga's focus is on helping clients identify what they want and find the means to get there.

 

Having joined his father’s insurance agency at age 35, Rick soon became a General Agent and Securities Manager. In 1990, he became a financial planner and went on to acquire a broad range of knowledge and credentials. He now provides holistic, professional financial planning services, including investment management, retirement planning, estate planning, business retirement plans, risk management and insurance planning.

 

Rick has a B.S. from California State University at Long Beach and, after completing a rigorous course of study and examination through the American College in Bryn Mawr, Pennsylvania, earned the right to use the CFP® marks of distinction (conferred by theCFP Board of Standards). He is a member of the Financial Planning Association, the largest organization of professionals dedicated to championing the financial planning process, and is active in the Orange County chapter. Rick is also a listed advisor of theSudden Money Institute®, an organization dedicated to helping people deal with the life changes – and the money that can accompany transitions such as inheritance, divorce, settlement, lottery win, etc.

 

Rick actively volunteers with local, regional and national Boy Scouts of America. He is the Western U.S Region Venture Scout Advisor, and Financial Literacy Advisor to Venture Scouts. Rick enjoys hunting, fly fishing, guitar collecting and restoring old cars. Drag racing, as both owner and driver, as a member of the National Hot Rod Association is also a passion.