Chike Uzoka

Chike Uzoka • Certified Family Office Wealth Advisor
• Teens Money Guy
• Passionate Licensed Financial Advisor

No Obligation Meeting➤ https://calendly.com/chikeuzoka/1on1
email: [email protected]
phone: 973-348-9652
website: www.connect.thrivent.com/chike-uzoka

I CAN HELP YOU:

✔ORGANIZE your financial life, allowing you to make better decisions
✔UNDERSTAND your money mindset today and how to focus it on your future financial goals
✔REDUCE financial stress, letting you enjoy life, not worry about

it
✔CONNECT to a cause you care about with charitable giving and up to $500/year for a community event
✔PROTECT your spouse and children financially if something were to happen to you
✔INVEST so that your money is working to build wealth
✔PRIORITIZE retirement so that you can enjoy life now and later
✔MANAGE your investments with built-in diversification, a wide range of options, and a professional team
✔BUILD a plan for your money that reflects your unique values, goals, and dreams
✔ACTIVATE your goals and dreams through personalized, comprehensive advice
✔LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life change

HOW I DO IT DIFFERENTLY: I believe money is a tool, not a goal. That’s why I'll emphasize helping you achieve financial clarity, giving charitably, and living a meaningful life. We’ll approach financial clarity and your financial future by exploring your money mindset and connecting it with YOUR WANTS, YOUR PRIORITIES, YOUR FAMILY, YOUR INCOME, and YOUR LIFE. I am a fiduciary, obligated to act in your best interest at all times, and practice full disclosure. Using technology, you have 24/7 access to your plan, saving you time and money. Chike Uzoka
email: [email protected]
phone: 973-348-9652
website: www.connect.thrivent.com/chike-uzoka

HOW ELSE CAN I HELP:
✔Teaching a group of college students basic principles of wealth, investing, personal finance, and how to build their financial house
✔Facilitating your financial curriculum for your group of students
✔Leading a financial workshop for your team

Chike Uzoka
email: [email protected]
phone: 973-348-9652
website: www.chikeuzoka.com
No Obligation Meeting➤ https://calendly.com/chikeuzoka/1on1

11/08/2023

From speaking with NGO youth providers at annual conference showing how The Teens Guide to Wealth programming can benefit their youth, to pouring into youth at 's Financial Literacy Day, last week ended off with a bang!!

Who would've thought the knucklehead kid who talked too much would be given so many opportunities to do just that, TALK?!?!

I thought I'd be a detective or a basketball player by this point in life, but you know they say "If you wanna make God laugh, tell Him your plans." 🤷🏿‍♂️

Loving the journey, God!!

____

11/08/2023

Wow! Black Men Xcel Summit '23 was amazing beyond words!!

From Wednesday to Friday, BE poured into the Brothas in attendance with relevant, relatable, and REAL content that lifted us higher mentally, spiritually, emotionally, and professionally!

Huge Thank you to my mentor , his mentor , and the entire Team for putting on such a great summit!

Shouts to and for rocking our panel on Strategies for Black Wealth & Financial Empowerment and dropping gems on the crowd!

MC was on point every day, & fireside chat was hilarious and serious at the same time, and the author roundtable with and was enlightening especially for us authors in the room!

Got to catch up with , .gold, and got to connect .md .crawford.338 and many other Brothas!

Super excited for '24!!

Join me at the  Black Men Xcel Summit this week 10/11-13 in Miami!! I'm honored to be sharing the stage with   and other...
10/10/2023

Join me at the Black Men Xcel Summit this week 10/11-13 in Miami!!
I'm honored to be sharing the stage with and other industry leaders, entrepreneurs, and innovators who are changing the game.
Don't miss this opportunity to network, learn, and be inspired. Let's make an impact together!

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Should we be teaching teens about life insurance 🤔 Here are some reasons children under 18 need to know about life insur...
09/25/2023

Should we be teaching teens about life insurance 🤔

Here are some reasons children under 18 need to know about life insurance and why it matters 👇🏾

1. **Financial Education**: Life insurance introduces teens to essential financial concepts like compound interest and the Rule of 72, helping them develop financial literacy from an early age.

2. **Responsibility**: It teaches responsibility by making them aware of the importance of planning for their family's future.

3. **Tax Benefits**: Learning about the potential tax advantages of life insurance can help teens make informed financial decisions.

4. **Estate Planning**: Teens can appreciate how life insurance plays a role in estate planning and wealth transfer, especially since they're the ones inheriting all of this real estate, these businesses, and these investments.

5. **College Funding**: Teens can learn how life insurance can be used to fund college education if something were to happen to the breadwinners.

6. **Career Choices**: Understanding life insurance can influence their career choices, as some may consider careers in the insurance or financial industry.

7. **Financial Security**: Overall, it instills the value of financial security and responsible financial planning, setting them on a path toward a more financially stable future.

Teaching teens about life insurance early on (and long before anything happens) is a key part of holistic family financial education and planning for their future.

(Shameless plug: This is an excellent workshop topic if you have a group of teens and a great reason to order The Teens Guide to Wealth! We have a version that’s faith based and one that’s strictly financial education for schools.)

Happy !

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• Let's Connect ➤ https://calendly.com/chikeuzoka/1on1
• To Register for 'Freshen Up Your Finances' ➤ https://freshenupfinances.eventbrite.com
• For Adult Financial Education & Planning ➤ http://www.getclearwithmoney.com
• For Teens & Young Adult Financial Education ➤ https://www.teensguidetowealth.com
• For Speaking Engagements ➤ http://www.chikeuzoka.com

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How do Black Financial Advisors promote financial wellness and make a difference in the Black Community? 👇🏿My perspectiv...
09/11/2023

How do Black Financial Advisors promote financial wellness and make a difference in the Black Community? 👇🏿

My perspective? It starts with our youth!

Teaching our young people about wealth, what it is, how to build it, AND how to keep it ensures that all the businesses, real estate, investments, and inheritance that's passed down to them stays and grows in the family!

Eric Harley, Rodney Bowden, Ryan Hawkins and I will be speaking about this on our panel moderated by Eugene Mitchell this week AAAA's National V.I.S.I.O.N. Conference in D.C. - see you there!!

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• Let's Connect ➤ https://calendly.com/chikeuzoka/1on1
• To Register for 'Freshen Up Your Finances' ➤ https://freshenupfinances.eventbrite.com
• For Adult Financial Education & Planning ➤ http://www.getclearwithwealth.com
• For Teens & Young Adult Financial Education ➤ https://www.teensguidetowealth.com
• For Speaking Engagements ➤ http://www.chikeuzoka.com

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Cheers to living generously, living well, and living blessed! Happy Labor Day!
09/06/2022

Cheers to living generously, living well, and living blessed! Happy Labor Day!

Here's a quick question to consider as we go into a new month... 👇🏿Was your answer "no" or "I'm not sure"? The start of ...
09/01/2022

Here's a quick question to consider as we go into a new month... 👇🏿

Was your answer "no" or "I'm not sure"? The start of a new month is always a great time to set a date to review your financial goals, create a financial plan with a licensed advisor, and take the steps to establish your insurance and retirement plans!

Was your answer "yes"? Having confidence in your financial plan is important! However, if you haven't reviewed your financial plan in the last few months, or things in your life have changed, the start of a new month could be a great time to take a look at your financial plan and consider making any changes.

Whether your answer was yes, no, or I'm not sure, financial planning is not a one-and-done activity. But, it is important to get it done!

Got 60 minutes for your financial future? Learn more about how I can help with your financial needs and schedule a time that works for you: http://connect.thrivent.com/chike-uzoka

The best moment of the week by far... setting up investment and emergency savings accounts for this young couple in coll...
08/13/2022

The best moment of the week by far... setting up investment and emergency savings accounts for this young couple in college! It's a blessing to be alongside them as they invest in their financial future 🙌🏾



Money "stuff" doesn't have to be confusing, boring, or all over the place. That's why one of my favorite questions to as...
08/09/2022

Money "stuff" doesn't have to be confusing, boring, or all over the place. That's why one of my favorite questions to ask is... "what does financial clarity look and feel like to you?" Then, we can work toward it and build your financial house from the ground up!

Inquiring minds want to know... could retirement still be a possibility when income is inconsistent? 🤔
08/04/2022

Inquiring minds want to know... could retirement still be a possibility when income is inconsistent? 🤔

Did you know that 95 percent of people who work 40 hours a week for 40 years never actually retire? That means someone who has what’s considered “regular” income doesn’t even retire. That’s a hard pill to swallow.

All smiles after today's BLack Advisors Strategy Training (BLAST). It's the beginning of something EPIC!!
08/03/2022

All smiles after today's BLack Advisors Strategy Training (BLAST). It's the beginning of something EPIC!!

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Atlanta, GA

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