Alan is passionate about helping his clients ensure they have a secure financial future. Adopting a holistic approach to financial planning, he takes the time to truly listen to his clients which allows him to gain a complete understanding of their retirement/financial goals. Alan patiently educates his clients on various financial concepts, enabling them to make informed decisions about their financial future. Mr. Wong is a graduate of University of CA, Davis with a degree in Managerial Economics.

 

He resides in the San Francisco Bay Area with his 2 children. Alan maintains life insurance and fixed annuity licenses in AZ, CA, CO, NH, OR, and WA.