George Kao (CRD# 7114190) is an Investment Advisor Representative working at Reach One Teach One Financial in Phoenix, AZ and has over 5 years of experience in the finance industry. George Kao has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2293433
Stonecrest Wealth Management, Inc.
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| R1t1 Financial LLC | Chandler, AZ | Nov 2022 - Current | 1 |
| Lpl Financial LLC | Chandler, AZ | Nov 2020 - Current | 3 |
| Edward Jones | Chandler, AZ | May 2019 - Nov 2020 | 1 |
| Unemployed | Chandler, AZ | Jul 2018 - Apr 2019 | < 1 |
| Uber Technologies | Tempe, AZ | Jul 2017 - Jun 2018 | < 1 |
| Brand Advisors | Phoenix, AZ | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- AZ
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Total Assets Under Management6MILLIONS
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Total Number of Accounts114ACCOUNTS
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Average Account Value$51,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ
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