San Carlos Office
1150 White Oak Way
Principal Financial Advisor
Brian Wong is the owner of Red Tower Advisors and has more than two decades of experience in the financial services industry. Acting as a fiduciary and CERTIFIED FINANCIAL PLANNER™, Brian focuses on comprehensive financial planning with a client-centric approach to help his clients work towards viable financial strategies.
Brian builds successful relationships with his clients by listening earnestly to their concerns while maintaining a relatable and approachable demeanor. When he meets with clients, it is a two-way discussion that takes place, not a lecture. He is a graduate of UC Davis with a B.S. in Physiology, and holds the designations CFP, CHFC, CLU, RICP and CDFA.
The importance of family has been ingrained in Brian from a young age, as he comes from a large family of sixteen aunts and uncles. This value plays a crucial role in the level of care he takes when providing financial guidance to his clients and their loved ones.
Brian was born in San Francisco and has lived in the Bay Area all of his life. He recently moved from Foster City to San Mateo. In his free time, Brian enjoys spending time with his large, extended family and attending Boy Scout events with his two sons. A weekend well spent means the family got to try a new restaurant in the Bay Area and he played a game of basketball with his boys. Brian is fluent in Cantonese.
Director of Planning and Brokerage Operations
Bryce Heringer is our Director of Planning and Brokerage Operations. His focus is on financial planning, client relations, account maintenance, insurance and meeting preparation.
Bryce has over 19 years of experience in the financial services industry servicing high net worth clients. He started in the industry as an Institutional Trader and made his way in to wealth management. Along the way, he has held several roles within investment operations, trading, and supervision. Prior to joining Red Tower, Bryce was a Relationship Manager at Loring Ward with heavy knowledge in investments and trading.
Born in Southern California, Bryce moved with his family to the Bay Area at a young age and has been here ever since. He currently lives in San Jose, and is one of three brothers and a sister in his family. Challenging himself both mentally and physically every day is important to Bryce, and he stays highly active in his free time by golfing, playing basketball, scuba diving (he learned to dive originally in Monterey, but prefers the warm waters of the Caribbean), and obstacle racing in 5k mud runs.
Investment Service Executive
David is Red Tower Advisor’s (RTA) Investment Service Executive. He holds the CFA designation. David assists RTA with research and analysis of broader economic data, market conditions and trends. He also assists the advisors at RTA with determining client’s appropriate risk level utilizing our Riskalyze tool and as directed rebalances individual portfolios as well as places portfolio trades.
David has over 21 years of experience in the area of investment management. His past experience includes investment analysis, portfolio management, credit risk management, and banking. He was the lead institutional portfolio manager for the Floating Rate Debt Group at Franklin Templeton Investments and held other positions while there for over 15 years. He also held positions at Union Bank of California, Bank of America, JP Morgan and Swiss-Re.
David is from the Bay Area but has lived in other locations, including Europe. In his spare time he enjoys walking “Duskie” the family rescue shorkie-poo, traveling, and time with family.
Melissa oversees the operations and flow of the practice to help ensure the client experience is not just positive, but efficient! Never one to waste time, Melissa plans and organizes client events, manages the team calendar, and oversees the team. She holds a B. S. in Child Development/ Family Relationships and a Masters in Occupational Therapy.
Prior to joining Brian, she managed the physical rehabilitation departments of senior homes in San Francisco and worked as an occupational therapist. She brings the same type of love for client interaction and lasting impact here to the people we serve. If you have a compliment to pay or suggestion to make, please let Melissa know.
Originally from Texas, Melissa enjoys maintaining her home, playing Uno with her sons, and bargain hunting for a great find. She enjoys opportunities to volunteer at her sons' school and see them at play with friends. Most afternoons are spent as a chauffeur to hip hop and taekwondo classes. Melissa is fluent in Taiwanese and Mandarin Chinese.
Client Services Associate
As a client services associate, Rachele helps to insure that our clients have their account and other related needs met. This includes helping you understand statements, reading reports, opening an account and calendaring an appointment.
Rachele has over 10 years of experience in the financial services industry, including retirement plans, brokerage and advisory services.
She is originally from Miami, Florida and now resides in California. Rachele has four kids including 2 daughters away at UC Davis and UC Santa Cruz and a son that has graduated high school. When she is away from the office she enjoys spending time outdoors camping, hiking and traveling.