Your Team

The inception of Master Plan Investment Group in 2019 epitomizes Ka'Neda's mission to serve clients by helping them clarify their financial goals, chart a course for success, and lead purpose driven lives. Her achievement as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in April 2020 is particularly noteworthy, as it reflects her commitment to improving diversity within the wealth management and financial planning industry. Ka'Neda also holds FINRA Series 7 and 66 securities registrations, as well as life insurance (term, permanent, and long-term care) and health licenses. Her dedication to empowering women to take the lead in managing their wealth, investments, and financial plans begins with her clients and extends to her passion for investment education.

Ka'Neda's role as a member of the inaugural Commonwealth Financial Network Women's Council speaks volumes about her commitment to advancing the presence of women advisors in the industry. The council advises Commonwealth in its mission to increase the number of women advisors across the financial sector, influencing hiring, support, and resources to further this cause.

Ka’Neda's forward-thinking approach as a multigenerational investment and wealth planning underscores her commitment to aligning investment plans with one’s evolving financial goals, which can be influenced by your generational experiences. She earned her MBA from the New Jersey Institute of Technology (NJIT), recognizing the pivotal role of technology in the investment management and financial planning industry. This insight serves as the bedrock of her business.

A sought-after speaker on a wide range of financial topics, including women investing, retirement income strategies, investing, insurance, long-term care, financial planning, and general financial literacy, Ka'Neda is a beacon of financial knowledge in her community and beyond.

Ka'Neda's journey is rooted in her experiences in Lawrenceville, New Jersey, where she was raised as a child, and Smith College, where is graduated with a bachelor's degree in government and economics. Her early leadership experiences as the first-year class president and student body president paved the way for her to serve on the Board of Trustees at Smith College for two years following graduation. She has a global perspective, having lived abroad, including a semester in the Dominican Republic and a Fulbright fellowship in South Korea, where she studied economics and taught English at a girls' middle school.

Her career began with one of the nation's largest investment firms, American Funds (Capital Group), before transitioning to her role as a wealth manager and retirement plan advisor with Edward D. Jones & Co. from 2010 to 2014. In 2014, she became an independent wealth manager and advisor, leading to the establishment of Master Plan Investment Group in 2019.

Ka'Neda, her husband Eric, and their two daughters, Bella and Madison, call New Jersey home but frequently travels to Philadelphia and Washington, D.C. to visit family and friends. The family is actively involved in volunteering and supports live music, visual arts, and comedy in their community, all while nurturing their love for travel. Ka'Neda's extensive travels across the globe reflect her commitment to being a global citizen.

Beyond her professional commitments, Ka'Neda remains deeply engaged in her community. She is an active member of organizations like the Trenton Alumnae Chapter of Delta Sigma Theta Sorority, Inc., Jack and Jill of America, Inc. (Mercer County Chapter), and Smith College Club (Philadelphia and New York). Additionally, she serves on the Board of Trustees for the Robert Wood Johnson Hamilton Hospital (Young Professionals Group) and actively participates in a multitude of community volunteer roles.

Ka'Neda's dedication to her craft and her community is well-recognized through several National and local awards and accolades, including:

• InvestmentNews National “40 Under 40” Awardee
• Five Star Wealth Manager Awardee

Her former leadership roles encompass organizations such as Shiloh Baptist Church (Trenton, New Jersey), Henry J. Austin Health Care Center, and the YWCA of Trenton.

In summary, Ka’Neda N. Bullock is not merely a seasoned financial professional; she is a catalyst for change, an advocate for diversity and inclusion in the industry, a mentor to women, and a passionate advocate for financial literacy. Her dynamic career, commitment to investment education, retirement / financial planning, and active community involvement serve as a testament to her unwavering dedication to helping individuals and organizations achieve their financial aspirations and secure their future legacies.

2021 Investment News 40 under 40, created by Investment News. Presented in June 2021, based on data gathered from February to March 2021. 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 12/2022 based on data gathered within 12 months preceding the issue date. 6,606 advisors were considered, 407 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, click here.