About George Kao, CFP®, ChFC®, CRPC™, MBA
My philosophy is to help as many as I can (Reach), while at the same time, make those I’m helping smarter and more savvy with their finances (Teach).
I became a financial planner through divine intervention. That’s right! If God didn’t make me walk down this path, I may have never taken the leap.
You see, I spent the first 25 years of my career focused on building some of the world’s most innovative technologies (at that time). This was what I was trained in. These cool tech include virtual classrooms and virtual meetings, webinars, podcasting (in 1997!), streaming videos, wearable smart name badges, private corporate social communities, mobile targeted advertising, autonomous vehicles, just to name a few.
It was thrilling. It was fun. It was rewarding.
But then in 2019, I came to a fork in the road. For reasons that can only be explained by the divine, all doors that normally would be open weren’t, and the proverbial door slightly ajar during that time was this one door leading to financial advising.
In a decision base on faith, I stepped through that one door, and another door opened up. I stepped through that door and another door opened. This is how I started on my financial advising journey.
Now, I’m a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant®, a Chartered Retirement Planning Counselor™, and a fee-only advisor.
Looking back on it now, it makes a lot of sense.
I made my share of mistakes with my own funds. I don’t want that to happen to anyone else. I also had worked with a financial advisor since my 20’s. Now, I’m setting out to be the advisor I wish I had. I love my clients, and enjoy every minute closely working with them to ensure a well-planned and protected future.
At the same time, I’m on a life-long pursuit to seek and discover what it means to be a great financial professional, and I expect to continuously be learning new ways to perfect and innovate in this craft.
Born in Hong Kong, I immigrated to the US with my family when I was a young boy. We settled in Framingham, a suburb of Boston. I’m a die-hard Celtics, Red Sox, Patriots and Bruins fan, which I’ve proudly passed down to my kids. I earned my degrees in Math and Computer Science, as well as Cognitive Science and Psychology from Carnegie Mellon University, and a MBA from the University of Arizona’s Eller School of Business.
I’ve been married to the love of my life for 23 years, and we are blessed with three awesome children. I’m fluent in Mandarin Chinese and attend and serve at Cornerstone Church in Chandler.
Thanks for visiting. I look forward to getting to know you more.