Financial & Life Planning
For Professionals, Leaders, and Small Business Owners

Schedule a Free 30 Minute Initial Consultation

Who I Am

I am a certified financial advisor and planner for professionals, leaders, and small business owners.

If you have achieved success and wealth, but have financial questions, 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 a better quality of life.

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

Joseph Kuo

MY CERTIFICATIONS AND MEMBERSHIPS

  • CERTIFIED FINANCIAL PLANNER Learn more
  • Certified Management Accountant Learn more
  • Certified Grief Recovery Specialist Learn more
  • Member of Motivational Interviewing Network of Trainers Learn more
  • Member of Collaborative Practice Learn more
  • Practitioner of Non-Violent Communication / Mediator

Experience and Education

  • Adjunct Professor, Golden Gate University
  • UC Berkeley Undergrad & Yale School of Management
  • Senior Director of Finance at a Public Semiconductor Company
  • Leadership/management positions at two Fortune 50 companies
Family together on beach

I will help you...

  • Find out when you can retire
  • Craft a plan for you and your family's future
  • Use your wealth to achieve your life's goals and dreams

I'd be happy to answer any questions you might have.

Your Life's Canvas

Your life’s canvas is a collage made up of various important aspects of your life from business, to family, to personal wellness. Like any work of art, these important aspects are fluid and flow together like sections in symphony – sometimes one takes the melody and others supplement, sometimes all go silent to reach beautiful serenity, and at other times they all play together to reach a dramatic crescendo.

At Abundance Wealth Planning, our focus is to consider all aspects of your life’s canvas so that you can gain financial abundance while achieving harmony with what you want in life. I aim to be your partner in clearing the path to true happiness and freedom.

Life's Canvas