Dolores  Kong,  CFP<sup>&reg;</sup> - Financial Advisor

Dolores Kong, CFP®


Financial advisor

B. Riley Wealth

B. Riley Wealth, 10 Post Office Sq, Suite 600
Boston, MA 02109
(800) 556-8600
(617) 951-6951


Dolores Kong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at B. Riley Wealth in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • Other - EA

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances


Helpful Financial Planning Resources