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Welcome to Red Tower Advisors- a financial services firm built from scratch...the old fashioned way.   

As a CERTIFIED FINANCIAL PLANNER professional*, Brian stepped into the advising world in 1998 and has grown his team to service our clients through the financial planning process. While others are breaking into the financial planning world, we've been doing it comprehensively since day one.  We take into consideration all aspects of your finances: cash flow, investments, retirement, college, insurance, and estate planning.  Then we take it one step further:  we take the time to know you, our client, by listening.  We listen carefully to what you really want, not what we think you want. 

Because we listen, we have the privilege to later serve those you love.

There are many financial advisors to choose from in the Bay Area. By working with Brian, you will be working with an advisor who has over 19 years of experience and knows how to grow a referral based business.  We attract referrals because our clients are happy with the service we provide and want to share their experience with others.  Whether it's a friend starting a family, purchasing a new home, or looking to retire, we walk you through the transition each step of the way.  We educate and talk you through the process. Together, we decide what the best decisions are for you and your family.

Our goal is to guide and hold you accountable to your financial goals, so that you have the time and resources to focus on what's important to you. 

 
 
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BRIAN WONG          

CFP®, ChFC®, CLU®, RICP®, CDFA®

 

 

 

Red Tower Advisor

1810 Gateway Drive, Ste 115

San Mateo, CA 94404

 

Phone: (650) 753-8333

Fax: (650) 460-8338

Email: info@RedTowerAdvisors.com