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George Kao, CFP®, ChFC®, CRPC™, MBA | Financial Advisor

Profile img for George Kao, financial advisor at Reach One Teach One Financial
Chandler, AZ
George Kao, CFP®, ChFC®, CRPC™, MBA
Financial Advisor
Financial Planner at
Reach One Teach One Financial

Verified Identity

Important Disclosures

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. It was fun. I was also a client of a financial advisor during this time. Looking back, I can't believe I stayed with him for 20+ years. I was young, naive, and didn't know what I didn't know. In 2019, I arrived at a fork in the road. I reached the halftime of my career. In a decision based on faith, I pivoted and stepped through the proverbial open door to financial advising. That door led to another, which led to another. This is how I began my financial planning journey.​ Now, I'm setting out to be the advisor I wish I had. My mission is to be a biblically-centered advisor who cares for, gets to know, and proactively guides my clients to become financially free and to do it with an eternal stewardship mindset, sending treasures forward to where it matters. Read more of my story at https://www.r1t1.com/george
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Specialties and Expertise

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Philanthropic Planning and Giving
Tax Minimization Investment Strategies
High Net Worth Planning
Portfolio Construction
Debt Management
Business Ownership Strategies

Clientele

6
Teachers
Retirees
Tech Employees
Business Owners
Startup Employees
Software Engineers

Credentials and Designations

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Certified Financial Planner™

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Chartered Financial Consultant®

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Chartered Retirement Plan Counselor®

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Master of Business Administration

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Series 66 - Uniform Combined State Law Exam

Education

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University of ArizonaMBAYear Obtained: 2002
Carnegie Mellon UniversityBS in "Mathematics & Computer Science" and "Psychology & Cognitive Science"Year Obtained: 1994
Quick Facts About George
Years of Experience:6 yearsMember since:2022

Services Provided

How I help my clients

Advice-Only Financial Planning

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Retirement Planning

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Investment Management

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Tax Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Chandler, AZ
George Kao, CFP®, ChFC®, CRPC™, MBA
Financial Advisor
Financial Planner at
Reach One Teach One Financial
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