Founder

Founder

Ka’Neda N. Bullock, MBA, CFP®, AIF®, APMA®

Wealth Manager and Retirement Plan Advisor

Ka’Neda N. Bullock, MBA, CFP®, AIF®, APMA®, began her career in the investment management and financial services industry at one of the largest investment firms in the nation. In 2011, she left her corporate role and dedicated her talent and expertise to helping individuals, families, businesses, and nonprofit entities across the county as a Wealth Manager. Ka'Neda is passionate about helping clients clarify their financial goals and chart a course for success while living a fulfilled life during the journey. She utilizes customized investment, insurance and comprehensive financial planning strategies to help clients maximize the impact of their investment plan on their goals and build generational wealth. 

As a retirement plan advisor, she brings her CERTIFIED FINANCIAL PLANNER™ certification expertise to the entire organization and manages workplace retirement plans such as 401(k) and 403(b) plans. In this capacity, she is a plan co-fiduciary impacting plan investments and monitoring, vendor selection, benchmarking and fee analysis. Her commitment to Employee Financial Education and Wellness Programs is a key service that helps employees develop healthy money management practices and improves workplace productivity.

Ka’Neda is a Fulbright Scholar and received her MBA from the New Jersey Institute of Technology. She graduated with her BA in government from Smith College in Northampton, Massachusetts, and is an active alumna.

She is dedicated to providing expert advice as a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® (AIF®) designee, and Accredited Portfolio Management AdvisorSM (APMA®). She holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® and holds life insurance (i.e., term, permanent, and long-term care) and health insurance licenses.

Ka'Neda is a wife and mother of two little girls. She adores her family and while spending time with family and friends, Ka’Neda enjoys supporting local live music and artists in her community. She also enjoys traveling and has visited more than 20 countries.

She strongly believes in using her talents to serve and educate others as a frequent speaker on money management topics, including retirement income strategies, insurance and long-term care, financial planning, and general financial literacy.

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