George Kao (CFP®, ChFC®, CRPC®, MBA)


George Kao focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
Purpose-Driven Financial Planning; Technology Professionals; Equity-based Compensations; Business Owners; Entrepreneurs; Pre-Retirement Planning; Post-Retirement Drawdown; Widows and Widowers;Additional Information
Hi, I’m George and I love what I do. I became a financial planner through divine intervention. Having spent 25 years in technology and consulting, God led me to make a right turn at my career Halftime. I now know why. My mission is to help you avoid the mistakes I made, make sure you’re doing what I wish I had done, and do what I did right – all with a Purpose-Driven, Eternal mindset.NAPFA Start Date
February 07, 2023