Java Wealth Planning, LLC
Company

Java Wealth Planning, LLC

Financial Services Lees Summit, Missouri, United States 2 employees
Employees
2
www.javawealth.com LinkedIn

Java Wealth Planning, LLC Overview

Headquarters
Lees Summit, Missouri, United States
Website
www.javawealth.com
Industry
Financial Services
Employees
2
Founded
2018
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
financial planner investment management financial coaching

About Java Wealth Planning, LLC

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.

Java Wealth Planning, LLC Contact Details

People in AeroLeads
1

Java Wealth Planning, LLC Org Chart

Sample employees and titles
Name Title Contact
Mike Zung, Cfp® Financial Planner for Tech Ppl W/ Rsus
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