Bob Kawabe

Founder and Principal

Clermont, Florida

Professional Profile

Call Me When

Call Me When... You want to move on to the next phase of life and live your true purpose. We help transform our clients from being financially successful to living the life of significance!

Contact Method



  • Wealth Manager
  • Professional Certifications

    CFP, ChFC, CLU

    Functional Expertise

  • Business growth
  • Entrepreneurship
  • Estate planning
  • Investments
  • Philanthropy
  • Life Coaching
  • Exit/Transition Planning
  • Business Focus

    Family Office Planning

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Wholesale/Distribution
  • Client Results


    Atlanta Individual

    Member Since

    Member for 2 Years

    Sponsorship Type

    Chapter Leadership Role

    Director & Membership Committee

    Why I'm a Member of XPX

    To meet and collaborate with like minded people and to learn from each other. Also this may be an opportunity for us to provide our expertise and help each other.