What Will Your Equity Compensation Become?

Who I Work With

I help progressives in tech navigate their company stock options & RSUs so they can focus on the things they really care about.

No mean people.

WE WANT TO SUPPORT OUR LOCAL CHARITIES

SHOULD I EXERCISE MY STOCK OPTIONS?

WE’VE REACHED “THE NEXT LEVEL” & WANT TO BE SMART ABOUT OUR DECISIONS

HELP, I DON’T WANT ANY TAX SURPRISES!

MY COMPANY MIGHT GO PUBLIC. WHAT SHOULD I DO?

Named to Investopedia’s 100 Top Financial Advisors in 2022 & 2023

The Investopedia 100 recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial education in the communities that need it most.

Why Java Wealth?

Independent

I am not bound by particular solutions

Fiduciary

I am bound to always act in your best interest

Transparent

No hidden fees. It’s all right here

CFP® Professional

The standard of excellence for financial planners

The Java Wealth Experience

STRESS RELIEF

Worrying about money stinks. Sometimes it can feel overwhelming, and it all takes a toll on your emotions. We can put a plan and processes in place that will allow you to save with purpose, spend without guilt, and get some sleep.

TIME WELL SPENT

Your time and energy are extremely valuable. By getting your money in order early and partnering with Java Wealth Planning, you'll be able to spend more time with the people you love doing the things you love. Take those family vacations, make those memories, have fun!

EMPOWERMENT

You or your spouse may think "I'm just not good with money" or "I'm not able to understand investments". Let's change that around. My services are designed to provide you the education and confidence to gain a full understanding of your financial life.

LIVING YOUR VALUES

Want to travel? Give to charity? Try that startup? Trade in a higher paying job for more fulfilling work? With Java Wealth Planning, we will make sure the dollars that you earn today are put to work in a way that reflect you, and get you living out the best version of yourself.

RELATIONSHIPS

Money problems is cited as one of the most common reasons for divorce. On top of that, going through a divorce wreaks havoc on your finances. We'll focus on creating an environment where both you and your spouse have a voice, and are moving forward with a common vision. Have kids? Be a model of what good stewardship looks like, and your kids will be able to carry that forward for the next generation.

ORGANIZATION

Experience the peace of mind that comes with understanding your entire financial landscape

Meet Mike Zung, CFP®

I come from the world of Information Technology, and I also love to nerd out on personal finance. Read more about my story of how I came to pursue my passion by starting Java Wealth Planning.

AS SEEN IN

Over 20 years of experience working in and with the tech community

 

NEWSLETTER - THE POUR OVER

Money, tech, life. I'll keep it interesting. Because if I don't, then I'm not going to want to keep writing it just as much as you wouldn't want to read it. So it's a win-win.