Java Wealth Planning is a flat fee-only financial planning and investment management firm, based in Lee’s Summit Missouri. I focus on Gen X & Millennial families and the many issues our generations face, with a specialization in equity compensation planning for IT professionals. The Java Wealth Planning process incorporates several technology tools and agile software development practices to create an efficient and convenient experience for the client.
| Website | http://www.javawealth.com |
| Employees | 2 (2 on RocketReach) |
| Founded | 2018 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Financial Planning, Investment Management, Wealth Management, Fee Only Financial Advisor, Family Financial Planning, Retirement Planning, Estate Planning, Investment Advisor, Financial Advisor, Tax Planning, Portfolio Management, Long Term Financial Planning, Wealth Building, Financial Strategies, Investment Strategies, Retirement Planning Services, Estate Planning Services |
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Mike Zung is the Founder and Financial Planner of Java Wealth Planning, LLC.
2 people are employed at Java Wealth Planning, LLC.
Top Java Wealth Planning, LLC Employees
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Mike Zung
Founder and Financial Planner at Java Wealth Planning, LLC
Kansas City, MO, US22 -
Chris Lea
Associate Planner at Java Wealth Planning, LLC
Lee's Summit, MO, US33
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