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.
Katherine (Kate) Sussman
Retirement and Financial Planning Specialist
kate@masterplaninvestmentgroup.com
Kate Sussman joins the Master Plan Investment Group team with a diverse background spanning financial services, project management, operations, and client experience. In her role as Retirement and Financial Planning Specialist, Kate provides organizational, technical, and planning support that helps our team deliver comprehensive financial planning, wealth management, retirement plan consulting, and insurance planning services to clients with clarity and care.
Kate plays an important role in supporting both clients and advisors throughout the financial planning process. Her responsibilities include helping organize and maintain financial planning information, supporting retirement and investment meeting preparation, coordinating operational workflows, and helping ensure clients have a seamless and personalized experience from onboarding through ongoing service. With experience in both advisor support and operations leadership, Kate brings a thoughtful, solutions-oriented approach focused on communication, efficiency, and client confidence.
Kate holds her FINRA Series 7 and Series 66 licenses and has prior experience supporting clients and operational initiatives within the financial services industry, including work with Fidelity Investments. Throughout her career, she has focused on building systems and processes that improve organization, communication, and the overall client experience. She is passionate about helping individuals and families feel informed, supported, and empowered as they navigate important financial decisions and life transitions.
As a NAIFA Financial Security Advocate and Certified Professional Life Coach, Kate combines financial knowledge with a people-first approach centered on encouragement, accountability, and long-term success. Her professional experience also includes leadership in project management, workflow optimization, compliance coordination, and strategic operational support across financial services, nonprofit, hospitality, and community organizations.
Here are some ways Kate can assist you:
- Investment & Financial Planning Support: Kate helps prepare information and materials for investment and financial planning meetings to ensure an organized and efficient client experience.
- Retirement Planning Assistance: She supports the preparation and organization of retirement planning reports, projections, and employer retirement plan materials.
- Client Experience & Service Coordination: She can help clients access and navigate planning and account management systems, including RightCapital and Investor360.
- Insurance & Planning Coordination: Kate supports insurance and long-term care planning requests and helps coordinate illustrations and planning resources.
Kate’s professional credentials and ongoing education reflect her commitment to continuous growth and excellence in client service. Her credentials include:
- FINRA Series 7 Licensed
- FINRA Series 66 Licensed
- Multi-State Life & Health Insurance Licensed
- Certified ScrumMaster® (CSM)
- MBA Leadership Program – Champlain College (In Progress)
In addition to her financial services experience, Kate has been actively involved in community leadership and nonprofit initiatives, including organizations supporting tourism, arts, youth engagement, and operational development. She is recognized for combining strategic thinking with hands-on execution and for helping create operational clarity within fast-moving environments.
Outside of work, Kate enjoys spending time with her family, crafting, community-focused projects, coffee shops, creative projects, personal development, and exploring ways technology can improve everyday life and business operations. She values meaningful relationships, continuous learning, and bringing a thoughtful, collaborative approach to every interaction. Kate also enjoys spending time with family and friends and believes strong relationships are at the center of both personal and professional success