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George Kao (CFP®, ChFC®, CKA®, CRPC®, MBA)

George Kao focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Biblically-based Planning; Comprehensive Financial Planning; Investment Management; Kingdom-focused Giving; Life Planning; Tax Planning; Technology Professionals; Equity-based Compensations; Business Owners; Entrepreneurs; Retirement Planning; Widows and Widowers;

Additional Information

My philosophy is to help as many as possible (Reach) while making those I'm helping smarter and savvier with their finances (Teach), all with an eternal/kingdom focus. ? I spent the first 25 years of my career focused on building some of the world's most innovative technologies. It was thrilling. It was fun. I was also a client of a financial advisor during this time. Looking back, I can't believe I stayed with him for 20+ years. I was young, naive, and didn't know what I didn't know. In 2019, I arrived at a fork in the road. I reached the halftime of my career. In a decision based on faith, I pivoted and stepped through the proverbial open door to personal finance. That door led to another, which led to another. This is how I began my financial advising journey.? Now, I'm setting out to be the advisor I wish I had. I'm setting out to be a biblically-centered advisor who cares for, gets to know, and proactively guides my clients to become financially free and to do it with an eternal stewardship mindset. Read more of my story at https://www.r1t1.com/george

NAPFA Start Date

February 07, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4435 E Chandler Blvd Ste 200 Phoenix, AZ 85048 Phone: (888) 877-1138
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