Marcus Wong

I constantly challenge myself to think out of the box by offering fresh ideas and perspectives that will make financial planning interesting and exciting to my clients. I feel fortunate to have been able to live life to the fullest all these years. In my own financial journey, I have invested in and started multiple businesses, acquiring new insights along the way which has enabled me to view finances in a holistic way.

I take my clients' dreams and goals as seriously as I do mine, constantly looking for ways to improve their financial well-being. I seek to build long-term relationships/partnerships with my clients and be there to support them every step of the way.

I am in the Court of Table, Million Dollar Round Table and Prestige of Great Eastern Life Achiever's Club. I also received a Gold in the International Dragon Award. Outside of work, I am an avid guitarist and car collector, as well as a passion for entrepreneurship.