Uchechi Kalu

Employer firm

Greenlight Financial Planning, LLC CRD 337793

$2.36M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 12/2016
  Culture Yard
  Beijing
• 12/2016 → 04/2017
  Americans Promoting Study Abroad
  Beijing
• 05/2017 → 07/2018
  Ingenius Prep
  Beijing
• 07/2019 → 08/2021
  South Carolina Governor's School For The Arts And Humanities
  Greenville, SC
• 11/2021 → 10/2024
  Abacus Wealth Partners
  Santa Monica, CA
• 07/2018 → 09/2021
  Self-Employed
  Greenville, SC
• 10/2024 → 04/2025
  Ellevest
  New York, NY
• 07/2025 → Present
  Greenlight Financial Planning, Llc
  Los Angeles, CA

Previous Registrations

• 2024-10-24 → 2025-04-23
  Ellevest
  Culver City, CA
  New York, NY
• 2022-03-01 → 2024-10-09
  Abacus Wealth Partners
  Santa Monica, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-01

Designations

• Certified Financial Planner