Alexander Okugawa
Matt Calcagno · San Diego, California
Alexander Okugawa is a fee-only financial advisor at Matt Calcagno in San Diego, California, who holds the CFP credential. Alexander focuses on retirement planning. Matt Calcagno reports charging a percentage of assets on its Form ADV.
Request an introduction to Alexander →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Matt Calcagno |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $489.0M across 1,279 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6489972 |
| Exams passed | Series 63 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | mattcalcagno.com |
How Alexander's firm compares
- Matt Calcagno's average account is about $382,000, from its Form ADV (assets managed divided by 1,279 accounts).
Request an introduction to Alexander
Tell Alexander a little about what you're looking for. Alexander isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alexander
Is Alexander Okugawa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Matt Calcagno reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Matt Calcagno, reports charging a percentage of assets on its SEC Form ADV.
Where is Alexander Okugawa based?
Alexander Okugawa is based in San Diego, California.
What does Alexander specialize in?
Alexander's specialties include retirement planning. Alexander works with pre-retirees.
What credentials does Alexander Okugawa hold?
Alexander Okugawa holds the CFP credential.
Is Alexander Okugawa registered with the SEC?
Yes. Alexander Okugawa is registered as an investment adviser representative in CA (CRD 6489972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Matt Calcagno manage?
Matt Calcagno reports $489.0M across 1,279 accounts in assets under management.
How do I contact Alexander Okugawa?
Through Alexander's website, mattcalcagno.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Matt Calcagno website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.