TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Edmund Wong CFP

Mr Edmund Wong CFP

Planning & Financial Advisors

6 Petaluma Blvd N Ste B3, Petaluma, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
Cantonese, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Social Security Planning

Client Reviews (1 reviews)

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