Java Wealth Planning

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

800 E 101st Ter Ste 350, Kansas City, Mi...

Phone Number

(816) 656-3210

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Java Wealth Planning

Java Wealth Planning is a fee-only fiduciary financial planning and investment management firm based in Lee's Summit, Missouri, founded by Mike Zung CFP®. The firm specializes in serving technology professionals in the Kansas City area and virtually across the country. They offer personalized strategies for equity compensation planning, ensuring clients can effectively manage their salary, stock options, and RSUs. Recognized as one of Investopedia's 100 Top Financial Advisors, Java Wealth Planning is committed to acting in the best interest of its clients with a flat fee structure to reduce conflicts of interest.Explore more
Java Wealth Planning's Social MediaPopular SearchesJava Wealth PlanningJava Wealth Planning LLCJava Investments LLCJava Excelsior Development LLCJava Excelsior Opco LLCSIC Code 62,628NAICS Code 52,523Show more

Java Wealth Planning Org Chart

PhoneEmail
MZ
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Java Wealth Planning

<$5M
1-10
Private
-
2020
MZ
Michael ZungFounder & Financial Planner
<$5M
11-50
Private
-
1984
PD
Patricia DolanDirector, Marketing
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1983
Bernard Kiely, President & Chief Compliance Officer at Kiely Capital Management
Bernard KielyPresident & Chief Compliance Officer
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Java Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Java Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Java Wealth Planning.

Java Wealth Planning Tech Stack

A closer look at the technologies used by Java Wealth Planning

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Frequently Asked Questions Regarding Java Wealth Planning

What is Java Wealth Planning's official website?
Java Wealth Planning's official website is www.javawealth.com
What is Java Wealth Planning's Revenue?
Java Wealth Planning's revenue is <$5 Million
What is Java Wealth Planning's SIC code?
Java Wealth Planning's SIC: 62,628
What is Java Wealth Planning's NAICS code?
Java Wealth Planning's NAICS: 52,523
How many employees does Java Wealth Planning have?
Java Wealth Planning has 1-10 employees
What industry does Java Wealth Planning belong to?
Java Wealth Planning is in the industry of: Finance, Securities Trading
What is Java Wealth Planning competition?
Java Wealth Planning top competitors include: Bickling Financial Services, Stratos Wealth Advisors, Covenant Wealth Advisors, Kiely Capital Management
What technology does Java Wealth Planning use?
Some of the popular technologies that Java Wealth Planning uses are: NS1, MailChimp, Squarespace Online Stores, YouTube
How do I contact Java Wealth Planning?
Java Wealth Planning contact info: Phone number: (816) 656-3210 Website: www.javawealth.com
What does Java Wealth Planning do?

Java Wealth Planning is a fee-only fiduciary financial planning and investment management firm based in Lee's Summit, Missouri, founded by Mike Zung CFP®. The firm specializes in serving technology professionals in the Kansas City area and virtually across the country. They offer personalized strategies for equity compensation planning, ensuring cl... ients can effectively manage their salary, stock options, and RSUs. Recognized as one of Investopedia's 100 Top Financial Advisors, Java Wealth Planning is committed to acting in the best interest of its clients with a flat fee structure to reduce conflicts of interest.Read More

What are Java Wealth Planning social media links?
Java Wealth Planning Linkedin page Java Wealth Planning Twitter page Java Wealth Planning Facebook page
Is Java Wealth Planning a public company?
Java Wealth Planning is private company therefore does not currently have an official ticker symbol
See more information about Java Wealth Planning

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