GK
George Kao, CFP®, ChFC®, CRPC™, MBA
Chandler, AZ
Verified Identity
Financial Planner at
Reach One Teach One Financial
Years of Experience
6 years
Member Since
2022
Allow Me to Introduce Myself
My philosophy is to help as many as possible (Reach) while making those I'm helping smarter and savvier with their finances (Teach), all with an eternal/kingdom focus.
I spent the first 25 years of my career focused on building some of the world's most innovative technologies. It was thrilling. ...
Clientele
Teachers
Retirees
Tech Employees
Business Owners
Startup Employees
Software Engineers
Services Provided
Advice-Only Financial Planning
Retirement Planning
Investment Management
Tax Planning
Specialties and Expertise
Philanthropic Planning and Giving
Tax Minimization Inv...
High Net Worth Planning
Portfolio Construction
Debt Management
Business Ownership Strategies
Credentials and Designations
Certified Financial Planner™
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Chartered Financial Consultant®
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Chartered Retirement Planning Counselor®
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Pricing Models
Flat FeeAUM
Education
University of Arizona
MBA
Obtained in 2002
Carnegie Mellon University
BS in "Mathematics & Computer Science" and "Psychology & Cognitive Science"
Obtained in 1994
Advisor Links
Disclosures and Proof of License
SEC Profile
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