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

Kelvin K. Wong, CFP®

MBA,

149 Imperio Ave
Fremont, CA 94539
(510) 304-0686

General

Kelvin Wong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Fremont, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Long-term Care

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