Joseph Kuo

CFP®, CMA®, MBA, Certified Grief Recovery Specialist

Abundance Wealth Planning, LLC

Founder

Joseph Kuo

CFP®, CMA®, MBA, Certified Grief Recovery Specialist

Abundance Wealth Planning, LLC

Founder

Our goal is to help clients feel safe and confident so that they can live life freely. - Joseph Kuo, CFP®, CMA®, MBA, Certified Grief Recovery Specialist

Fee-Only financial planner located in Fremont, CA, serving clients locally and across the country

Joseph Kuo is a Fremont, CA fee-only financial planner. Abundance Wealth Planning, LLC provides comprehensive and objective financial planning,  business coaching, and family wealth planning to help business owners, corporate executives, and Gen X individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Kuo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

It is my belief that people are naturally giving and compassionate. We are moved to contribute beyond ourselves when we feel safe to do so. Alas, many people are stressed by money and feel constrained by the fear of scarcity - regardless of how much money they have.

I have had to tackle the stresses of money for much of my life.

  • Growing up in a successful family business and feeling constrained by family wealth and expectations.
  • After losing family business during the economic crisis, being stressed about whether I am "on track" and if I can financially support my kids as they grow.
  • Working 90+ hour weeks and sacrificing time with my spouse and kids in order to "support" them WHILE worrying about paying too much tax and managing debt.
  • Deciding to stay a corporate executive for money, or taking a risk with new business that can bring both fulfillment and wealth.

We want to contribute to society by helping clients:

  • Reach greater clarity of their finances - what they have, how much they need, and how they might get there.
  • Cultivate healthier relationship with money - instead of being stressed by money, focus on how to get to the lifestyle they want.
  • Develop more resourcefulness - know that future is uncertain and have confidence that the team will figure it out together.
  • Trust that they are the experts of themselves - even as we bring technical expertise to collaborate and co-design the future.

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

Joseph Kuo is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

My clients want more from life even as they create and grow wealth. They are turning the paradigm from how to get more money, to what can money do for them. They understand that there are different skill sets involved with creating, maintaining, and inheriting wealth; the skills to create wealth do not translate automatically into the skills to stay wealthy. They want to design their legacy while knowing that future is uncertain. They appreciate the way to increase confidence is to develop their own resilience and resourcefulness to handle whatever may come.

To do this, we provide

  • Business Coaching
  • Financial Coaching
  • Life Planning

In addition to:

  • Cashflow Management
  • College Saving
  • Employee Benefits Optimization
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Risk/Insurance Analysis
  • Tax Planning (including equity compensation such as RSU, options, ESPP, etc.)

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Joseph Kuo is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Joseph Kuo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Joseph Kuo is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Management Accountant (CMA®)
    Joseph Kuo is a Certified Management Accountant (CMA®)

    Certified Management Accountant (CMA®) is a professional certification credential in the management accounting and financial management fields. The certification signifies that the person possesses knowledge in the areas of financial planning, analysis, control, decision support, and professional ethics.

Contact Joseph Kuo

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Office Locations:

  • 39899 Balentine Dr.
    Suite 200
    Newark, CA 94560

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