Trusted Financial Advisor

Ms Sue L Wong CFP

Ms Sue L Wong CFP

Shannan Walter Wealth Advisors, LLC

580 California St Ste 1200, San Francisco, CA

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

Areas of Expertise

Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Retirement Planning, Social Security Planning, Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor