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

How I Help You Plan Your Uncertain Future

November 18, 2022

Financial planning is about way more than getting a good rate of return for my clients. As a financial life planner, you’d think that I spend a lot of time running financial projections, analyzing the financial impact of client actions, and creating potential scenarios of what’s to come.  I do, but it’s far from the […]

The post How I Help You Plan Your Uncertain Future appeared first on Abundance Wealth Planning.

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Stock Options and Equity Compensation: What You Need to Know

October 12, 2022

Stock options and Restricted Stock Units (RSUs) are the two most common ways of awarding equity compensation to a company’s employees. From the newest startups to the most well-established tech companies, most will feature some form of either equity compensation as a key feature of their employee pay packages. Own A Piece of Your Company, […]

The post Stock Options and Equity Compensation: What You Need to Know appeared first on Abundance Wealth Planning.

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Why We Need To Save Ourselves Before We Can Save For Retirement

August 31, 2022

A very common question I get from current and prospective clients is “How soon can I retire?” or its variant, “Can I retire in [X] years?” As a result, I’ve created a fair number of retirement savings plans for clients who wanted to retire in a few years, as well as financial models for clients […]

The post Why We Need To Save Ourselves Before We Can Save For Retirement appeared first on Abundance Wealth Planning.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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