Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B
Fee Structure
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Contact
Joseph Chuo-Ju Kuo
Location
39899 Balentine Drive, Suite 200, Newark, CA, 94560
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is an adjunct professor at Golden Gate University since January 2021, spending minimal time teaching students. He is also the founder of Abundance Life Planning since July 2022, dedicating a few hours per week to coaching and teaching workshops.
Employment History
Current Registrations
Farther
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Financial Life Focus, LLC
March 2023 - August 2024 · 1 yr 5 mos
Family Wealth Consultants, INC.
March 2021 - June 2021 · 3 mos
Abundance Wealth Planning, LLC
June 2018 - July 2023 · 5 yrs 1 mo
Griffin Black, INC.
November 2015 - April 2018 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Additional Information
MY CERTIFICATIONS AND MEMBERSHIPS
Contact
Joseph Chuo-Ju Kuo