Uchechi Kalu

GREENLIGHT FINANCIAL PLANNING

CULVER CITY, CA

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CRD#: 7478143

Professional summary

Uchechi Kalu is a registered financial advisor currently at GREENLIGHT FINANCIAL PLANNING, LLC located in Culver City, California.

Uchechi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Uchechi has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Uchechi Kalu'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®

None

Experience

Current

September 11, 2025 - Present

GREENLIGHT FINANCIAL PLANNING, LLC

RIA

CRD#: 337793

CULVER CITY, CA

Past

October 24, 2024 - April 23, 2025

ELLEVEST

RIA

CRD#: 175476

Culver City, CA

Past

March 1, 2022 - October 9, 2024

ABACUS WEALTH PARTNERS

RIA

CRD#: 128590

SANTA MONICA, CA

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
(9/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/1/2022

Uniform Investment Adviser Law Examination

Current Firm

GREENLIGHT FINANCIAL PLANNING, LLC

CRD#: 337793 / SEC#:

California

Registered Investment Advisory firm - (9/11/2025 Approved)

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Contact information

Main Address

Culver City, CA

Mailing Address

6210 Wilshire Blvd Ste 200, Los Angeles, CA 90048

Phone number

(213) 254-5706

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Uchechi Kalu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Uchechi Kalu's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENLIGHT FINANCIAL PLANNING, LLC

ELLEVEST

ABACUS WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2022

Current Firm

GREENLIGHT FINANCIAL PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

GREENLIGHT FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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