Joseph Kuo, CFP®, CMA Abundance Wealth Planning LLC

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About Joseph Kuo, CFP®, CMA

I am a certified financial advisor and planner for attorneys, executives, and entrepreneurs.

As a fee-only fiduciary, I work solely in your best interests. I do not sell or receive commissions on any financial products such as insurance policies or investment funds.

Money can stress us regardless of how much of it we have. Born into a family business, I received many mixed money messages while growing up:

Money is supposed to provide safety and freedom, yet everyone seems to be chained to their businesses.
We should work hard to build wealth so we can have a great future for our families, yet no one knows what that actually looks like.
We want that great future for our loved ones, but we’re so busy working we have no time for them.

It’s not just about wealth, it is about well-being. If you have achieved success and wealth, but have financial questions or still feel that something isn’t right, I can partner with you to:

Clarify the goals that motivate you and uncover your “whys”.
Design a robust plan to grow your business, protect your family, and help you navigate the changes that life throws at you.
Use your finances and wealth as resources to help you achieve personal and financial well-being for you and your loved ones.

MY CERTIFICATIONS AND MEMBERSHIPS

CERTIFIED FINANCIAL PLANNER ™ Professional
Certified Management Accountant
Certified Grief Recovery Specialist
Motivational Interview Practitioner
Board Member of SF Chapter of Financial Planning Association

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Recently Published

Risk Management: Having The Right Insurance Coverage

June 24, 2022

When it comes to creating a sound financial strategy, many people think of creating a diversified portfolio or making sure they’re regularly contributing to their retirement plan. But a good financial plan includes insuring against the unexpected and making sure that no matter what happens, you’re covered with the right types of insurance coverage. If […]

The post Risk Management: Having The Right Insurance Coverage appeared first on Abundance Wealth Planning.

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Fatherly Advice: What I Learned From My Father and What I Hope My Kids Learn From Me

June 19, 2022

When we think about what we pass along to our children, the first thing that comes to mind from a financial standpoint is of course wealth. Good estate planning can provide a brighter future for our children, their children, and beyond. But what could be more meaningful and lasting are the ideals and values we […]

The post Fatherly Advice: What I Learned From My Father and What I Hope My Kids Learn From Me appeared first on Abundance Wealth Planning.

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Taking Care Of Our Future Selves

June 3, 2022

The earlier we start saving for retirement, the more we can take advantage of compounding and the more we can minimize the risk from market swings. As far as financial advice goes, this idea is fairly basic and widely known. Yet according to surveys, only about 40% of us start saving for retirement in our […]

The post Taking Care Of Our Future Selves appeared first on Abundance Wealth Planning.

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Ideal Clients

  • Attorneys
  • Business Executives
  • Gen X
  • Inherited Wealth

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly fee: $2,500
  • AUM: 0%+, 1 mil AUM included in Quarterly fee

SEC Records

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