Paul Okawa, CFA
Executive Advisor
Department: Advisors
Experience: Financial services since 1990
Education: Bachelor of Science in finance from California State University, Northridge (CSUN)
Paul began his career in operations and trading before increasing his education, credentials, and licensing to become a Chartered Financial Analyst®. He specializes in investments, asset management, consulting, and risk management. He was excited to join the team in April 2025 when Planned Asset Management became Modern Wealth, which gave him access to greater quantity and quality of financial planning and investment management resources.
Paul is a very westernized, third generation Japanese American. He comes from a large family and is the youngest of five children.
He enjoys spending time with his wife and two children. Favorite activities include hiking, backpacking, crime fiction, and playing ice hockey. He’s a member of an ice hockey league and informal backpacking groups.