Capital Resources and Insurance, Inc.
Your Financial Concierge
Capital Resources and Insurance, Inc., under the leadership of Rick Kagawa, has evolved from a family insurance business into a broad-based financial planning firm dedicated to helping clients identify what they want and find the means to get there.
Rick grew up in the insurance business, watching his father purchase and expand an agency in southern California that served the local Japanese-American community. In time, Rick joined his father in the business, becoming the General Agent and Securities Manager. He soon realized that he could have more of an impact on clients’ lives if he were involved in helping them plan for their future. In 1992, Rick became a financial planner and took the firm in a new direction. His goal is to be a financial concierge for clients – their “go-to” resource for all of their financial needs.
How We Work
Rick Kagawa has been a financial services professional for over twenty years. During that time he has had one consistent mission—to improve his clients’ lives. Rick wants to know what drives them, what makes them get up in the morning, what their passion is and what they hold dear. With this, he can help them craft a vision for their future. And once the vision is clear, the plan follows naturally.
Whether it’s helping families plan for children’s college education, helping seniors create estate plans or advising young couples how to move toward becoming financially independent during retirement, Rick focuses on where the client is today and creates a road map to get them where they want to be at predetermined points in the future.
- Investment Selection
- Portfolio Management
- Estate Planning
- College Planning
- Retirement Planning
- Life Insurance Solutions
- Disability Insurance Protection