Uchechi Kalu
Greenlight Financial Planning · Los Angeles, California
Uchechi Kalu is a fee-only financial advisor at Greenlight Financial Planning in Los Angeles, California, who holds the CFP credential. Uchechi charges an ongoing planning fee and focuses on small business owners, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Early-career professionals
- Mid-life transitions
- Pre-retirees
Facts
| Firm | Greenlight Financial Planning |
|---|---|
| Based in | Los Angeles, California |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $2.4M across 4 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7478143 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | greenlightfp.com |
| Profile |
How Uchechi's firm compares
- Greenlight Financial Planning's average account is about $589,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Uchechi
Is Uchechi Kalu a fee-only financial advisor?
Yes. Uchechi Kalu is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Uchechi's firm.
How does Uchechi charge for financial advice?
Uchechi charges an ongoing planning fee.
Where is Uchechi Kalu based?
Uchechi Kalu is based in Los Angeles, California.
What does Uchechi specialize in?
Uchechi's specialties include small business owners, estate & legacy planning and tax planning. Uchechi works with founders, early-career professionals, mid-life transitions and pre-retirees.
What credentials does Uchechi Kalu hold?
Uchechi Kalu holds the CFP credential.
Is Uchechi Kalu registered with the SEC?
Yes. Uchechi Kalu is registered as an investment adviser representative in CA (CRD 7478143), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Greenlight Financial Planning manage?
Greenlight Financial Planning reports $2.4M across 4 accounts in assets under management.
How do I contact Uchechi Kalu?
Through Uchechi's website, greenlightfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Greenlight Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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