Trusted Guidance for Your Journey

    We are a dedicated, hardworking team of planning and investment management professionals that values family, fun, and helping you reach your potential. We take pride in helping to clarify your financial and life goals and aligning your priorities with your investment strategy and financial plan.

    Meet the Team

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    Ka’Neda N. Bullock, CFP®

    President and Founder

    Ka’Neda N. Bullock, CFP®, MBA, AIF®, APMA®, is president and founder of Master Plan Investment Group, based in Pennington, New Jersey. She is a wealth manager and corporate retirement plan advisor.

    She graduated with a bachelor's degree in government and economics from Smith College, where she was first-year class president and student body president her senior year. She studied for a semester in the Dominican Republic. After college, she completed a Fulbright fellowship in South Korea, where she studied economics and taught English at a girls' middle school. She speaks some Korean and Spanish.

    Ka'Neda began her career in the investment management industry with one of the largest investment firms in the nation, American Funds, also known as Capital Group. She left her corporate role to help individuals, families, and organizations, as a wealth manager and retirement plan advisor for Edward D. Jones & Co., financial services firm, from 2010 to 2014.  She became an independent wealth manager and advisor in 2014.

    As a wealth manager,  Ka'Neda uses customized investment, insurance, and financial planning strategies to help clients maximize their portfolios, achieve their goals, and build generational wealth.

    In her role as a retirement plan advisor, she manages workplace retirement plans, such as 401(k) and 403(b) plans, bringing her experience to the entire organization.

    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 holds FINRA Series 7 and 66 securities registrations and holds life insurance (term, permanent, and long-term care) and health licenses.

    She was one of 15 selected out of the 400 women advisors to be on the inaugural Commonwealth Financial Network Women's Council. The council advises Commonwealth in its efforts to increase the number of women advisors at Commonwealth and industry-wide and promote their retention. The group will help influence hiring, support, and resources needed to advance this effort. Commonwealth provides independent financial advisors across the country, including Master Plan Investment Group, with trading technology, brokerage services, compliance, and other back-office services.

    Ka’Neda received her MBA from the New Jersey Institute of Technology (NJIT), where she recognized the future role of technology in the investment management industry and used this knowledge as a foundation for her business.

    She is a frequent speaker on money management, including retirement income strategies, investing, insurance, long-term care, financial planning, and general financial literacy.

    Ka'Neda is a member of the Princeton Mercer Regional Chamber of Commerce, the Financial Planning Association (FPA), and the National Association of Plan Advisors (NAPA).

    Ka'Neda grew up in Lawrenceville, New Jersey, and is a graduate of Lawrence High School. She and her husband, Eric, who is an educator, and their two daughters, Bella and Madison, live in New Jersey. The family enjoys volunteering, as well as supporting live music, visual arts, and comedy in the community, and traveling. Among the countries Ka'Neda has visited are Canada, Liberia, Italy, the United Kingdom, Switzerland, France, Germany, Spain, Portugal, South Korea, Japan, China, Thailand, Vietnam, India, Haiti, the Dominican Republic, and Mexico. She believes in being a global citizen.

    She is also an active member of the Trenton Alumnae Chapter of Delta Sigma Theta Sorority, Inc., in which she serves on the finance and strategic planning committee; Shiloh Baptist Church in Trenton, New Jersey, in which she served as the Director of Budgets and Economic Empowerment Chair; Jack and Jill of America, Inc./Mercer County Chapter, in which she serves on the finance committee; Newark Symphony Hall Investment Committee; and the Robert Wood Johnson Young Professionals Board.

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    Camille Echols

    Client Services Associate

    Camille is a client services associate for Master Plan Investment Group. Her main responsibilities include managing client engagement, marketing, and business development at the firm. She executes client service programs, maintaining business social media sites, and creating branded materials to communicate the experience and services offered at the firm. Her goal is to create an ongoing positive connection between current and prospective clients and our firm.

    In addition to joining Master Plan Investment Group, she received a bachelor's degree in management in business administration from The College of New Jersey. She was also a member of the Student Finance Board and the Black Student Union at The College of New Jersey.

    Outside of work and school, Camille enjoys cooking, playing music, and spending time with her family.

    Tameka

    Tameka Jefferson

    Client Services Assistant

    Tameka is a Client Services Assistant for Master Plan Investment Group. Her main responsibilities include scheduling appointments, administrative support, and providing clients with excellent service. Tameka’s goal is to provide client service support and assist with administrative support in the day-to-day operations of the firm to facilitate an elevated level of client growth and satisfaction.

    Tameka is a mother of two daughters, Tymia and Kamya. She is also a United States Army Veteran and spent ten years in Law Enforcement as a Corrections Officer after leaving the military.

    During her free time, she enjoys spending time with her daughters and family, painting, and going to the movies.

     

    Tajaun

    Tajaun Oliver-Bush

    Paraplanner

    Tajaun (T.J.) is a Paraplanner for Master Plan Investment Group. His main responsibilities include financial planning support, investment research, insurance, and retirement planning support as well as marketing. Tajaun’s goal is to make the financial planning process simple for clients and support the development and implementation of impactful investment strategies and financial plans. He doesn’t just enjoy supporting our planning process, but he takes pride in knowing that our clients understand how we work with them to implement the plan, one step at a time.

    Tajaun received a bachelor’s degree in Business Administration with a minor in Wealth Management and Financial Planning from Fairleigh Dickinson University. While attending Fairleigh Dickinson he played Outside Linebacker for their football team and was a member of the Wealth Management Club.

    During his free time, Tajaun enjoys gaming, working on his cars, and spending time with his siblings.

     

     

     

     

    Sam

    Samuel Tagget

    Retirement Plan Consulting Intern

    Samuel is a fall intern for Master Plan Investment Group. During his time with the firm, he will support the enhancement of the Financial Education and Wellness services offered to our corporate retirement plan (401k/403b) clients. In addition, he will lead a project to address the evolving needs of Generation Z entering into the workforce, highlighting strategic ways employers can recruit and retain those young professionals through innovative benefit offerings working with Master Plan Investment Group. While with the firm, Sam will continually gain experience in and support our Millennial and Gen Z financial planning client’s journey to achieve their life goals.

    Samuel is currently a senior business major at Kalamazoo College in Kalamazoo, Michigan where he serves as the Departmental Student Advisor to the business department. He is spending his fall semester in Pennsylvania as part of The Philadelphia Center Off-Campus Study Program.

    Academics and professions aside, Sam loves to lift weights, play the guitar, and keep up to date on the latest news in the automotive industry.

     

     

    Our Steadfast Support System

    Through our affiliation with Commonwealth Financial Network®, which provides business solutions and support to a nationwide network of independent financial advisors, we have access to tools and resources to help you succeed. We can take advantage of Commonwealth's wide selection of investment vehicles, deep research, outstanding service, robust technology, and sophisticated security to meet your needs.