Joseph Kuo, financial advisor Newark CA

Joseph Kuo

CRD Number: 6563403
Current Firm: Financial Life Focus, LLC

Joseph Kuo (CRD# 6563403) is an Investment Advisor Representative working at Financial Life Focus, LLC in Newark, CA and has over 7 years of experience in the finance industry. Joseph Kuo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Life Focus, Llc D/b/a Abundance Wealth Planning, LLC Newark, CA Mar 2023 - Current < 1
Golden Gate University San Francisco, CA Jan 2021 - Current 2
Abundance Wealth Planning, LLC Newark, CA Feb 2018 - Jul 2023 5
Family Wealth Consultants, Inc. San Jose, CA Feb 2021 - Jun 2021 < 1
Griffin Black, Inc. Redwood City, CA Sep 2015 - Feb 2018 2
Northwestern Fremont, CA Aug 2014 - Jul 2015 < 1
Marvell Semiconductor, Inc. Santa Clara, CA Apr 2007 - Jul 2014 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Joseph C. Kuo
Phone Number: (973) 533-0666
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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