Kenji Nagase

Client Service Specialist @ Summitry arrow icon

About Kenji Nagase

Kenji Nagase is a Client Service Specialist with a background in finance and economics, currently residing in Redwood City, California.

Known information

Kenji Nagase holds a Bachelor of Arts in Business Administration, majoring in Finance and Economics, from the University of Nevada, Reno. He has a diverse professional background, having previously worked as an Operations Associate at a boutique RIA in Foster City, an Agent at an insurance firm, and as a business owner. Kenji is a first-generation college graduate and a native of the Bay Area. His personal interests include cooking, exploring new dining spots, traveling, and spending quality time with his family, friends, and his two dogs, Scooter and Tank. He is also a fan of the Golden State Warriors.

About Summitry

Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.

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