What happens when a software engineer trades writing code for serving clients? In this week’s episode, I sit down with Mike Zung, founder of Java Wealth Planning and creator of Beautiful Financial Plan, who left a 20-year tech career to build a thriving advisory practice. Then he went a step further, designing a visually compelling way to help other advisors present financial plans more clearly and effectively. Mike is helping shape the way advisors deliver value. He is redefining what it means to serve with clarity, purpose, and beauty.
Key Takeaways:
Mike Zung: "You only have so much time with the client. And a lot of people meet with them once or twice a year. So that time is super valuable."
Rob Brown: "You can make such a huge difference in their lives if you just listen and care."
About Mike Zung: Mike Zung, CFP®, is the founder of Java Wealth Planning and a former software engineer with nearly two decades of experience in tech. After years in IT leadership roles, Mike felt called to pursue a path with more direct impact, leading him to personal finance. He became a Certified Financial Planner™ professional after completing his education at the University of Georgia's Terry College of Business. Today, he helps tech professionals make confident financial decisions and live with purpose.
Episode References:
Connect with Mike Zung:
Website: https://www.javawealth.com/ & https://www.beautifulfinancialplan.com/
Email: mike@javawealth.com
LinkedIn: https://www.linkedin.com/in/mikezung/
Connect with Rob Brown:
Website: http://truestfan.com/
LinkedIn: https://www.linkedin.com/in/truestfan/
