About

MIKE ZUNG, CFP® - PRINCIPAL

My Story

I spent 19+ years in information technology as a software engineer, architect, and director. While I enjoyed my work and absolutely loved the people I got to work with, I began feeling that I was meant for something different. Something that would have a direct impact on changing lives.

So after much reflection and many loooong conversations with my wife, I decided to walk away from corporate life to follow my passion for personal finance. I completed the education program at the University of Georgia - Terry College of Business & became a CERTIFIED FINANCIAL PLANNER™ professional.

I am also a proud member of XY Planning Network, NAPFA, and a founding member of the Kansas City Financial Advisors Network.

Mission

I established Java Wealth Planning in 2018 to be THE source for helping tech professionals navigate their financial lives.

I have first-hand experience navigating job changes, contract positions, hiring, promotions & bonuses, stock compensation, ESPPs, benefits packages and trying to balance your job with family and outside interests. The tech scene is booming, opportunities are out there, and you need more than a generalist advisor who wants to either sell you a product or roll over your old 401(k).

I was blessed with a fantastic career in tech, and see the tremendous potential that this career carries for others. I have since reached a point in my financial journey and experience where I would like to pay it forward. I am a firm believer in living a life that aligns with your core values, and creating a company that is focused on financial literacy, empowerment and service is what that looks like for me.

On A More Personal Note

I am a podcast geek, an introvert, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam.