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.