Joseph Kuo (CFP®, MBA)
Joseph Kuo focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Generation X
- Tax Planning
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Generation X
- Tax Planning
Additional Information
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
NAPFA Start Date
June 24, 2015