Mike Zung: Turning Complex Advice into Beautiful, Client-Friendly Plans

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: 

• Leaving Tech to Find Purpose (01:44) – Mike’s shift from software development to financial planning shows that meaningful career change is possible when you follow what energizes you.
• Build Tools That Clients Actually Use (15:39) – Creating simple, customized deliverables helps clients stay engaged and ensures they truly understand what matters in their plan.
• Serve a Niche You Understand Deeply (07:30) – Working with clients who share your professional background allows you to speak their language and provide more targeted, effective advice.
• Equity Compensation Is More Than a Perk (10:11) – Helping clients reframe RSUs and stock options as real compensation unlocks better decision-making and long-term planning.
• Advisors Hold a Unique Kind of Trust (24:47) – The depth of trust clients place in advisors is powerful—showing up with presence and empathy can turn planning into life-changing support.

 

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:

• The Purpose-Focused Advisor Weekly Newdletter
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