Ka’Neda N. Bullock, CFP^®

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 she 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.