Yikalo Financial
A disciplined approach to planning, investing, and protecting what matters most.
At Yikalo Financial, we help clients make intentional financial decisions by balancing today’s priorities with long-term resilience through personalized planning and ongoing guidance.
What Does Yikalo Mean For Your Future?
The name Yikalo is derived from an African word meaning “It is enough for me” or “I am content.” This powerful principle of financial sufficiency and sustainable contentment is the bedrock of our approach. The Yikalo philosophy is a commitment to deep thinking, clear communication, and creating lasting value for every client.
Integrated Planning
We integrate every element of your financial life, including income, tax efficiency, risk management, and legacy structuring, into one cohesive, forward-looking plan.
Intentional Guidance
Our approach is built on a deep understanding of your personal definition of success. Your specific goals and aspirations form the foundation of our independent advice, ensuring authentic alignment with your values.
Sustainable Resilience
The Yikalo framework is designed for stability and growth. We aim to anticipate market dynamics and implement a resilient strategy that keeps your wealth moving in perpetual motion toward your desired future state.
Partnership Built On Discipline & Purpose
We partner with successful professionals, executives, and affluent families, including those from migrant and multi-cultural backgrounds, who are serious about wealth preservation and value a structured, purpose-driven approach to financial planning.
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Meet Meharena Tukabo
Founder & Financial Advisor
Meharena Yikalo Tukabo is the founder of Yikalo Financial and a goals-based financial advisor. As an entrepreneur who has successfully built multiple businesses, he brings a deep, practical understanding of capital management and strategy to his client relationships.
Meharena entered the financial services industry in 1996. Drawing from his background, his early experience focused on helping international and multicultural individuals build wealth. This foundational expertise instilled a commitment to identifying the root cause of complex financial problems, enabling him to help all clients, regardless of background, achieve financial independence through disciplined saving and investing.
In addition to Yikalo Financial, Meharena is the successful owner of an automotive business, an insurance business, and a real estate business. This hands-on experience provides him with a unique insight into the full scope of financial complexities faced by business owners and affluent families. A proud father of three, Meharena can often be found cheering his children on at the soccer field.
Check the background of investment professionals on FINRA’s BrokerCheck.
Integrated Financial Expertise
Our services cover the full spectrum of financial needs for individuals and businesses seeking sophisticated wealth management. Our core services include:
Financial Planning
Asset Management, Portfolio Analysis, Business and Quality Life Plans, Retirement Plans, Tax Plans, 401(k) Planning, 403(b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans
Investment Management
Stocks, Bonds, Mutual Funds, General Securities, Variable Products and Variable Life
Insurance Solutions
Life, Disability, Auto, Home, Annuities, Long Term Care, Asset and Income Protection
Asset Management
Estate and Philanthropic Planning, Alternative Investments, Liability and Liquidity Management
Employee Benefits
Medical, Dental, Vision, HSA and Qualified Pension Plans, Long and Short-Term Disability
Gateway Benefit Suite
Telemedicine, ID Protection, Retail Savings, Roadside Services, Travel Savings, Tech Experts
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Strategic Alliances & Partners
As an independent firm, Yikalo Financial partners with leading institutions to deliver sophisticated resources while maintaining objectivity and personalized care.
Cambridge Investment Research, Inc.
We are aligned with one of the most respected independent broker-dealers in the industry, providing us with a powerful platform for compliance, technology, and investment services.
GFA Investments
A key affiliation that provides specialized investment insights and robust institutional resources to enhance portfolio strategies and due diligence.
Let’s Talk About What Matters to You
Contact us today to schedule an introductory conversation about your financial future and learn how our integrated framework can serve your goals.