Joseph Kuo, CFP®, CMA Abundance Wealth Planning LLC
- 39899 Balentine Drive Suite 200 , Newark, CA 94560
- (510) 933-8347
- https://www.abundancewp.com
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
Recently Published
How Collaborative Practice Works For Estate Planning
May 30, 2023As some of you might know, Collaborative Practice emphasizes the approach of working collectively and cooperatively to resolve financial disagreements or disputes within a family. The idea is that maintaining amicable and collaborative family relationships will help resolve disputes in a way that benefits all sides in the short term while maintaining and strengthening family […]
The post How Collaborative Practice Works For Estate Planning appeared first on Abundance Wealth Planning.
Here’s A Simple and Creative Way To Make Difficult Decisions
May 12, 2023We all have the capability within ourselves to answer challenging questions and make difficult decisions. This was the third major takeaway from my trip to Zurich. Now when I mean challenging questions, I am not talking about technical questions that have a numerical answer. For these types of questions, there are any number of tools […]
The post Here’s A Simple and Creative Way To Make Difficult Decisions appeared first on Abundance Wealth Planning.
Search Your Feelings, You Know They Be True
May 4, 2023In an earlier article I talked about how financial planning actually needs a certain amount of chaos to be effective. In this article I will talk about how emotional feelings might have a useful role in financial planning. Avoiding Emotion In Financial Planning We’ve all been exposed to the idea that emotions and feelings often […]
The post Search Your Feelings, You Know They Be True appeared first on Abundance Wealth Planning.
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.
