Michael B. Zung
JAVA WEALTH PLANNING
Lees Summit, MO
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CRD#: 6974834
Professional summary
Michael Burks Zung, CFP® is a registered financial advisor currently at JAVA WEALTH PLANNING located in Lees Summit, Missouri.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm and has passed the Series 65 exam.
Biography
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?
Question & Answer
What are your service offerings?
Tax Planning
Budgeting
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Millennials
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Burks Zung's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
July 25, 2018 - Present
JAVA WEALTH PLANNING
RIA
CRD#: 297416
Lees Summit, MO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/29/2021)
IAR
Missouri(7/25/2018)
IAR
Texas(2/2/2022)
Current Firm
JAVA WEALTH PLANNING
JAVA WEALTH PLANNING | JAVA WEALTH PLANNING LLC
CRD#: 297416 / SEC#:
California
Registered Investment Advisory firm - (3/29/2021 Approved)Missouri
Registered Investment Advisory firm - (7/25/2018 Approved)Texas
Registered Investment Advisory firm - (1/27/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lees Summit, MO
Mailing Address
Phone number
(816) 656-3210
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 14,359,928 |
Red Flags
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