Individuals and Institutions with Ka’Neda Bullock
Ka’Neda is the founder and CEO of Master Plan Investment Group, a financial advisor, and a financial speaker. As a retirement plan advisor, she specializes in managing workplace retirement planning and works to help employees develop healthy money management practices. She has a passion for helping clients clarify their financial goals and chart a path for success while living a fulfilled life during the journey and building generational wealth. She is a former Fulbright Scholar and received her MBA from the New Jersey Institute of Technology. She also holds an undergraduate degree in Government from Smith College in Northampton, Massachusetts, and is dedicated to providing expert financial advice, holding numerous designations, certifications, and licenses.
Becoming a Better Leader with Sanya Rizvi
Sanya is a market director for J.P. Morgan Wealth Management, based in Manhattan, and is responsible for managing financial advisors. Sanya started in the wealth management industry 22 years ago as a financial advisor, moving into management in 2008. Early on in her career, she learned the importance of great mentors. She was an educator prior to entering the field so she wanted to have a solid Personal “board of directors” advising her both personally and professionally. She has a passion for fostering young talent and looking within her local community to offer her mentoring expertise to young aspiring advisors. She is on the leadership board of Ellevate Network which helps foster career development for working professionals.
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