Paul K. Wong,  CFP<sup>&reg;</sup> - Financial Advisor

Paul K. Wong, CFP®

Financial Advisor

LaSalle St. Securities, LLC

20 S West Park
Westwood, MA 02090
(781) 416-0935

General

Paul Wong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LaSalle St. Securities, LLC in Westwood, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Disaster Recovery, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Job Loss, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes

More

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