Specialties
Java Wealth Planning is a flat fee-only financial planning and investment management firm serving clients virtually across the country. I focus on Gen X & Millennial families and the many issues our generations face, with a specialization in IT professionals.
History
Established in 2018.
I established Java Wealth Planning to be THE source for helping tech professionals 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. The 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.
Meet the Business Owner: Mike Z.
Mike Zung, CFP® - Founder and Financial Planner
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 CFP® professional.