Java Wealth Planning

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Lee's Summit, MO 64081
+1 (816) 656-3210
https://www.javawealth.com

Java Wealth Planning is a Certified Financial Planner specializing in assisting progressive individuals in the tech industry. Their focus lies in guiding tech professionals through the complexities of company stock options and RSUs, allowing clients to concentrate on their personal priorities.

Recognized for excellence, Java Wealth Planning has been named one of Investopedia's 100 Top Financial Advisors for 2022 and 2023. Their commitment to independence, transparency, and acting in the client's best interest ensures a trustworthy and client-centered approach to financial planning.

With a wealth of experience working with the tech community, the founder, Mike Zung, CFP®, combines his IT background with a passion for personal finance to deliver a tailored, educational, and empowering financial planning experience. Clients benefit from a focus on stress relief, time optimization, empowerment, values alignment, and building strong financial relationships.

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5.01 reviews
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Jackie B.
1/4/2024

As a tech employee, I've encountered several CFPs and Mike is far and away the most experienced planner in tech. He's been an expert on so many topics that many CFPs are peripherally aware of, at...

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