a name with purposeWhy Akora?
The name Akora is inspired by the Hebrew word ma-kor, meaning "origin" or "source".
For us, this name signifies that all true wealth and wisdom come from God, our ultimate Creator.
We believe in helping guide our clients to not only build and protect their future but also to be a source of blessing to others.
Transfer
Transfer
This step can help ensure the seamless and purposeful transition of your accumulated wealth and non-monetary assets across generations, according to your legacy goals.
Maximize
Maximize
This step works to help optimize wealth building with the option to continuously reinvesting passive income into cash-flow-producing assets, thereby reducing reliance on personal labor.
Grow
Grow
This stage is dedicated to intelligently deploying the generated cash flow to actively fund and expand your diverse asset portfolio.
Build
Build
In this phase, the emphasis is on strategically increasing the intrinsic value of your personal and business balance sheet by developing diversified sources of cash flow-producing assets.
Protect
Protect
This initial step focuses on fortifying your financial well-being against life's uncertainties and working to ensure the security of your loved ones.
Our StoryAbundant life.
Lasting Impact.
I first discovered my passion for finance while majoring in Economics at the University of California, San Diego. At 17, I followed my professors' advice to "invest early", splitting my savings between an investment advisor and self-directed investing-an approach that taught me both how to work with professionals and how to manage my own portfolio. My financial prudence enabled me to purchase my first investment property at 21 and my first home at 22.
Real-world experience and early childhood struggles shaped my approach to wealth-building and preservation, inspiring a distinctive investing methodology and a personal redefinition of success. I established my wealth management practice in June 1997 and have since worked with accomplished busines owners and executives to build and protect lasting generational wealth.
My unique perspective and extensive experience allow me to support nonprofits from a donor-centric viewpoint. Years of working with high-net-worth clients give me a firsthand understanding of donor concerns and language, enabling me to design Charitable Giving Plans that are mutually beneficial for both donors and the organizations they support.
I enjoy an active and fulfilling life with my husband, Gary, in San Diego, CA.
Making headlinesIn the news
These articles offer a glimpse into our commitment to serving our clients and the profound impact of our work. They serve as a powerful reminder that our actions, words, and core values truly matter in the lives of those we serve, and they inspire us to continue striving for excellence in every aspect of our practice.
Impact driven
generosity
Combining our passion for community with extensive experience serving high-net-worth individuals, Akora is well-versed in charitable planning. We design mutually beneficial giving plans for both the donor and the non-profits our clients and we proudly support.
Akora Prosperity is the Charitable Planning Specialist for the following non-profit organizations.
