Mike  Chong,  CFP<sup>&reg;</sup> - Financial Advisor

Mike Chong, CFP®

CDFA®

Financial Advisor

Waddell & Reed

1855 Gateway Blvd, Ste 570
Concord, CA 94520-8411
FINANCIAL ADVISOR'S WEBSITE
(888) 989-9168 CONNECT WITH Mike
  • linkedin link

General

Mike Chong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Reed in Concord, CA and the surrounding communities.

Financial Advisor Overview

Mike Chong, CFP®, CDFA™ is a Bay Area native. He graduated with an Bachelors degree in Economics from UC Berkeley in 1999 and a Masters degree in Business from San Diego State in 2006. Mike lives his life with passion. He followed his dream of becoming a pilot and earned his pilot license with instrument rating, has lived overseas doing volunteer work in Beijing, China, has traveled extensively to many parts of the world, and actively contributes to the community. Mike's focus now is on helping others pursue their life goals--goals which often have a financial component. As a CERTIFIED FINANCIAL PLANNER™ practioner, Mike's focus is on comprehensive financial planning. He can work along side you to help you design a plan to help get from where you are today to where you want to be. He can show you the impact of decision you have made and may make in the future. Reach out and schedule an appointment with Mike today.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

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

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Helpful Financial Planning Resources