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Giving clients guidance that’s right for them
Years in the industry: 5
Years with CMA: 1
Licenses and Education: Series 7 and Series 66
In an increasingly one-size-fits-all world, Fong stands firmly behind his view that each individual is unique. Naturally, his approach as a financial advisor strongly reflects this belief.
Whether it’s getting to know the client’s current circumstances, their unique financial situation, or the lifestyle or goals to which they aspire, Fong views learning about each client as the start of an exciting new journey where he guides them towards success.
His zest for life and the success he has enjoyed motivates him to achieve the very best for his clients, helping them experience the satisfaction of being able to live the life they’ve dreamed of.