My philosophy is to help as many as possible (Reach) while making those I'm helping smarter and savvier with their finances (Teach), all with an eternal/kingdom focus.
I spent the first 25 years of my career focused on building some of the world's most innovative technologies. It was thrilling. It was fun.
I was also a client of a financial advisor during this time. Looking back, I can't believe I stayed with him for 20+ years. I was young, naive, and didn't know what I didn't know.
In 2019, I arrived at a fork in the road. I reached the halftime of my career.
In a decision based on faith, I pivoted and stepped through the proverbial open door to financial advising. That door led to another, which led to another. This is how I began my financial planning journey.
Now, I'm setting out to be the advisor I wish I had. My mission is to be a Biblically-centered advisor who cares for, gets to know, and proactively guides my clients to become financially free and to do it with an eternal stewardship mindset, sending treasures forward to where it matters.
Read more of my story at https://www.r1t1.com/iamgkao