Tony Wong, CFP®, CFS®, CDFA®
Like many New Yorkers, Tony and his family are first-generation immigrants. Having worked part-time in restaurants and garment factories as a teenager, he’s seen firsthand the struggles that families go through trying to make ends meet. These experiences helped him realize that he wanted to make a difference in people’s lives and help them get to where they want to be financially. He followed through with what he set out to do and became a financial advisor.
Professionally, Tony has worked in many leading Wall Street institutions in his 25 years career, including companies like UBS/Paine Webber, TD Ameritrade, HSBC Securities, MetLife, and MassMutual. During that time, he navigated his clients through the Asian Market Crisis of the 90s, the tech/dotcom rise and subsequent bubble burst. He has personally lived through the devastating attack of 9/11 and its aftermath on the financial market; similarly steered his client through the real estate boom and crisis of 2008. With the Global Pandemic of 2020, the importance of experience and professional guidance matters more than ever.
Through these changing markets, Tony realized one thing that is constant, proper planning and solid financial plan remain the cornerstone to help gain financial confidence. People say one can’t build a house without a blueprint, and one certainly shouldn’t invest without a plan. Planning sounds simple, but it is hardly the case. Tony has found that being a Certified Financial Planner™ helps him further understand his clients’ needs and allows him to be qualified to assist with creating a financial plan. Whether it is educational, business planning, insurance protection, estate preservation, retirement or wealth accumulation, his team of advisors will be more than glad to assist each client with developing a custom plan and structuring comprehensive solutions to help fulfill their financial goals.
Outside of office, Tony enjoys a weekly game of basketball along with all types of outdoor activities. Most of all, he loves spending time with his lovely wife and his three daughters. Family is everything to Tony. His biggest achievement in life is to be able to bring happiness to his family, to protect them, and to be financially independent. He hopes to help all his clients achieve the same.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.