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KA’NEDA BULLOCK

Founder and CEO

Master Plan Investment Group

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As a graduate of Smith College, a Fulbright Scholar and the holder of an MBA, Ka’Neda Bullock clearly has impeccable credentials. But her achievement was not directed by traditional examples, she was the first one in her family to attend college and learned about Smith from an alumna visiting her high school. Similarly, she says she knew nothing about finance until a college trustee offered her summer internships at Capital Group, which led to her acceptance to a selective global rotational program where she leaned about investing and financial planning services.

After four years, Bullock decided she wanted to become an adviser herself, so she left for Edward Jones, a firm she came to know at American Funds. In 2014, she joined an independent hybrid, and in 2019 formed her own that serves individuals, organizations and retirement plans. A certified financial planner, Bullock is an advocate of financial and investment literacy for clients, as well as young people, women and minorities through her firm and through pro bono work.

“Having been in Korea on my Fulbright, I know what it’s like to learn a foreign language, which is what personal finance is to so many people,” she said. “I feel an obligation to be the translator, so groups that have been underrepresented in the investment industry, including women and families like my own, aren’t left behind.”

Evan Cooper