Ka’Neda N. Bullock is president and founder of Master Plan Investment Group, based in Pennington, New Jersey. She is a wealth manager and corporate retirement plan advisor. Ka'Neda established Master Plan Investment Group in 2019 with a mission to serve clients by helping them clarify their financial goals, chart a course for success, and live a fulfilled life. She became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in April 2020. Currently, 3.7 percent of CFP® professionals are Black or Latino, and only 23.3 percent are women. Ka'Neda is committed to improving these statistics. She is a frequent speaker on money management, including retirement income strategies, investing, insurance, long-term care, financial planning, and general financial literacy.
[00:01 – 05:16] Opening Segment
[05:17 – 19:21] Finance is an Interesting Space
[19:22 – 26:57] Closing Segment
Connect with Ka’Neda
Website: www.masterplaninvestmentgroup.com
Tweetable Quotes
“Women [and parents] have great goals. I want you to prioritize yourself as well dream, we can figure out a plan.” - Ka’Neda N. Bullock
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