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

CFP®

Certified Financial Planner™

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ChFC®

Chartered Financial Consultant®

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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

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Advisor Website

Disclosures and Proof of License

SEC Profile

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