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Michael Zung (CFP®)

Michael Zung focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials

Additional Information

I am a podcast geek, an introvert, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam.

I graduated from Truman State University with a degree in Computer Science. I started my career as a Java developer at Boeing in St. Louis, and moved to Kansas City in 2006. Since then, I have been a software developer, manager and architect in the employee benefits industry.

After 19+ years in information technology, I decided to walk away from the corporate life to follow my passion. I completed the education program at the University of Georgia - Terry College of Business & became a CERTIFIED FINANCIAL PLANNER™ professional.

I established Java Wealth Planning to be THE source for helping tech professionals in Kansas City navigate their financial lives.

I have first-hand experience navigating job changes, contract positions, hiring, promotions & bonuses, stock compensation, ESPPs, benefits packages and trying to balance your job with family and outside interests. Kansas City’s tech scene is booming, opportunities are out there, and you need more than a generalist advisor who wants to either sell you a product or roll over your old 401(k).

I was blessed with a fantastic career in tech, and see the tremendous potential that this career carries for others. I have since reached a point in my financial journey and experience where I would like to pay it forward. I am a firm believer in living a life that aligns with your core values, and creating a company that is focused on financial literacy, empowerment and service is what that looks like for me.

The question now is what does a life aligned with your values look like for you and your family, and how can we make it a reality?

NAPFA Start Date

August 08, 2018

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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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Visit Website 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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2116 SW Cedar Hill Ln Lees Summit, MO 64081 Phone: (816) 656-3210
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