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
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 financial fiduciary, 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 innovative 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™ (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.
Client Services Associate
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 advisors 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 unique 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.
Calandria E. Davis
Financial Planning Support Specialist
Calandria plays a crucial role in our firm, providing essential organizational, technical, and financial research support. Her contributions are instrumental in delivering comprehensive financial planning, wealth management, and retirement plan consulting services to our clients.
Calandria's responsibilities include collecting and organizing your financial data, meticulously maintaining financial documents within our advanced planning software, and ensuring your needs are met throughout the entire process. With a wealth of experience spanning over a decade in banking, lending, regulatory compliance, and finance, she has served as a client account coordinator for various professional service firms. Calandria's unwavering commitment to client service, coupled with her acute attention to detail when organizing your family or employee financial education and planning information, guarantees a seamless transition to your advisor and a superior level of client satisfaction. Here are some ways Calandria can assist you:
- Investment Meeting Preparation: Calandria assists you in preparing for your investment and financial plan meetings with your Wealth Planner, ensuring you're well-prepared and informed.
- Retirement Planning: She is proficient in running personal and employer retirement plan investment and monitoring reports, providing valuable insights into your retirement strategy.
- Insurance and Long-Term Care: Calandria can obtain insurance and long-term care illustrations to help you make informed decisions about your financial future.
- Software Proficiency: She can help you log in to and efficiently navigate Right Capital and Investor360, our financial planning and account management software.
- Online Access: She guides you on how to access your investment account(s) and important documents online, making it convenient for you to stay informed.
Beyond her professional role, Calandria is deeply passionate about financial literacy, dedicating her time to educate her community on various aspects of personal finance. When she's not at the office, she enjoys quality time with her daughter and indulges in hobbies like creative writing, travel blogging, and engaging in DIY projects.
Insurance and Long-term Care Insurance Planning Specialist
Olympia, a seasoned Insurance and Long-Term Care Planning Specialist with over 15 years of industry experience. With a remarkable career that includes prominent insurance companies like Northwestern Mutual, Mass Mutual, and New York Life, Olympia brings a wealth of knowledge and insight to the realm of our retirement, insurance, and long-term care planning.
Her extensive knowledge helps ensure that your insurance coverage aligns with the changes in your life, working to ensure the preservation and safeguarding of your legacy. Olympia stands ready to provide you with invaluable assistance in various ways:
- Comprehensive Coverage Evaluation: Olympia will assess your current insurance coverage to ensure there are no gaps in your protection, offering you peace of mind.
- Legacy Protection: She will help identify any areas where you may lack coverage, taking proactive steps to safeguard your legacy and financial well-being.
- Tailored Insurance Plans: Olympia can craft a personalized insurance plan that suits your specific needs, whether it's basic coverage, supplementary coverage outside of work, or a review to ensure your existing plan aligns with your goals.
- Long-Term Care Planning: Olympia will help you evaluate your long-term care plan to ensure it's robust enough to handle unexpected events, preventing any disruptions to your retirement plans.
- Coverage Enhancement: She'll review your current long-term care plan and present alternative options to enhance your coverage and protect your financial security.
Olympia's journey into the financial services industry was inspired by personal experience when she sought professional guidance during a Long-Term Care need for her mother. This transition has proven to be invaluable, allowing her to offer clients like you exceptional guidance and care. She holds the esteemed CLTC® (Certification in Long Term Care) designation, underscoring her unwavering commitment to excellence as a licensed insurance agent.
Beyond her professional commitments, Olympia is deeply committed to her community. She actively volunteers as a financial literacy coach for Dress for Success of Mercer County and UIH Family Partners of Trenton, exemplifying her dedication to empowering others through financial education. In everything she does, Olympia's meticulous planning and genuine care shine through, making her a trusted partner in securing your financial future.
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.
Interested in Learning More?
Schedule a consultation today to see how we can help with all your financial needs.