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.)

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Virtual Virtual, AZ 85249 Phone: (888) 877-1138