Ka’Neda N. Bullock, CFP®
President and Founder
Ka’Neda N. Bullock, CFP®, MBA, AIF®, APMA®, President and Founder of Master Plan Investment Group, is an award-winning wealth manager and employer retirement plan advisor. She is dedicated to helping individuals, business owners, and organizational leaders achieve their personal and professional retirement and over-all financial goals while building wealth and promoting a legacy of investment knowledge.
In her capacity as a retirement and wealth manager, Ka'Neda employs tailor-made investment, insurance, and financial planning strategies to guide her clients toward their aspirations. As a committed fiduciary asset manager, she takes the time to understand her clients' joys, fears, and dreams, offering not just financial guidance but also clarity and confidence as they embark on the journey to execute their investment, retirement, and comprehensive financial plans with her, as their partner.
Ka'Neda's role as a retirement plan advisor extends her knowledge to managing workplace retirement plans such as 401(k) and 403(b) plans. She collaborates closely with business owners and organizational leaders to craft strategically designed employee retirement plans and a sound governance process. These initiatives not only impact one’s tax strategies, but also empower individuals to retire comfortably while equipping them with essential financial knowledge. Ka'Neda's multigenerational participant education strategy, aimed at retaining and attracting top talent, incorporates financial education and wellness to help alleviate financial stress in the workplace while educating employees about how to work towards a secure retirement and fulfilling lives.
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® 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.
Tameka Jefferson
Client Services Associate
tjefferson@masterplaninvestmentgroup.com
Tameka is dedicated to ensuring you receive an exceptional client service experience. Her role encompasses overseeing client service, managing scheduling, and meticulously tracking client interactions throughout the year to ensure no client needs go unattended. Additionally, she provides crucial administrative support to our team and serves as your initial point of contact. Here's how Tameka can assist you:
- Scheduling: Tameka can help you schedule, confirm, or reschedule appointments via phone or by sending our Calendly link for your convenience.
- Information and Queries: Tameka is knowledgeable about our firm and its array of services, and she can answer any questions you may have about our services.
- Account Opening & Incoming Transfers: She assists with the account opening process and handles the necessary paperwork, streamlining your onboarding experience.
- Account Management & Cash Requests: Tameka monitors incoming account transfers, rollovers, and manages the processing of distributions and contributions to and from your accounts.
- Beneficiary and Trusted Contacts: She can update your beneficiaries and trusted contacts, ensuring your account information is up to date with estate plan considerations.
- Urgent Requests: Tameka can expedite urgent requests, providing you with prompt assistance when you need it most.
In addition to her administrative responsibilities, Tameka's overarching goal is to provide clients with outstanding service, aiming to create a positive and memorable experience that contributes to elevated client growth and satisfaction.
Tameka has been an integral part of our firm since 2021. Beyond her professional role, she's a devoted mother to her two twin daughters, Tymia and Kamya. Her background includes service as a U.S. Army veteran and a decade-long career in law enforcement as a corrections officer after her military service.
In her leisure time, Tameka enjoys quality moments with her daughters and family, indulging in painting as a creative outlet, and catching movies when she can.
Marcela Ahumada
Financial Planning Support Specialist
marcela@masterplaninvestmentgroup.com
Marcela Ahumada plays a crucial role in our firm, providing essential organizational, technical, and financial planning support. Her contributions are instrumental in helping our team deliver comprehensive financial planning, wealth management, and retirement plan consulting services to our clients.
Marcela’s responsibilities include collecting and organizing your financial information, maintaining detailed financial records within our planning software, and supporting advisors throughout the financial planning process to ensure a seamless and personalized client experience. With a strong background in financial education, coaching, and business development, Marcela brings a client-centered approach rooted in clarity, empowerment, and execution.
As a Certified Financial Coach Master Trainer (FCMT) and entrepreneur, Marcela has extensive experience helping individuals, families, and small business owners create actionable financial strategies—particularly around budgeting, debt management, and long-term planning. Her attention to detail, commitment to client service, and ability to translate complex financial concepts into clear next steps help ensure a high level of client satisfaction and continuity between clients and advisors.
Here are some ways Marcela can assist you:
- Investment Meeting Preparation: Marcela assists you in preparing for your investment and financial plan meetings with your Wealth Planner, helping ensure your information is organized and your questions are addressed.
- Retirement Planning: She supports the preparation of personal and employer retirement plan reports and monitoring tools that inform your retirement strategy.
- Insurance and Long-Term Care: Marcela can help obtain insurance and long-term care illustrations to support informed planning decisions.
- Software Proficiency: She can assist you with logging into and navigating RightCapital and Investor360, our financial planning and account management platforms.
- Online Access: Marcela guides clients on accessing investment accounts and important documents online, making it easy to stay informed and engaged.
In addition, Marcela is bilingual in English and Spanish, allowing her to support a diverse client base with clear communication and cultural understanding.
Beyond her professional role, Marcela is deeply passionate about financial literacy and believes everyone deserves the tools to build a secure future. She lives with her husband and their three children—her most important role—and their two dogs. Outside of work, Marcela enjoys camping and spending time outdoors, finding peace and balance in nature—an approach that mirrors the thoughtful, long-term planning philosophy she brings to every client relationship at Master Plan Investment Group.