SHARING OUR INSIGHTS
Tap Into Our Experience
We actively work to increase financial literacy, investment know-how, and generational wealth by speaking at conferences, webinars, and community events. If you need a financial professional to share their financial insight with your organization, invite us to your upcoming conference or webinar.
Please contact us at [email protected].
Announcements
Spotlight: Advisor Ka'Neda Bullock's Master Plan
Our Broker-Dealer, CFN, features Advisor Ka'Neda, highlighting her career in financial services and commitment to women and diversity in the industry.
Ka'Neda N. Bullock, CFP, named to InvestmentNews' 2021 40 Under 40 List
Join us in congratulating our Founder and President, Ka'Neda Bullock, for being selected as an InvestmentNews' 40 Under 40 Honoree. Ka'Neda was chosen from a pool of nearly 1,000 financial professional nominees by a panel of reporters, editors, and other representatives of InvestmentNews to earn a spot on the final list of 40 talented individuals. InvestmentNews' 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry.
We are proud to announce a new Master Plan Investment Group team member
Andrea Hodges,Operations Manager
Matilda Cherry, Financial Planning Analyst
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