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Uchechi Kalu

Ellevest

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About Uchechi Kalu

Uchechi Kalu is an Investment Advisor Representative with Ellevest, and is licensed in California, New York, and Texas. Uchechi is a Certified Financial Planner™ and has been in the financial services industry for over 10 years. Uchechi has a strong background in education and has worked with students and adults in various settings. Uchechi specializes in financial planning, portfolio management, and educational seminars for individuals and businesses. Uchechi is passionate about helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice. In addition to her work with Ellevest, Uchechi owns and operates Marhabtain Arabic, a language learning business. Uchechi's experience in education and finance makes her uniquely qualified to help clients understand their financial needs and develop a plan to reach their goals.

Firm Information

Uchechi Kalu is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Uchechi Kalu’s Registration & Firm History

CA

10/24/2024 - Present

Ellevest (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 03/01/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Uchechi Kalu.
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