San Carlos Office

1150 White Oak Way

San Carlos, CA 94070
Brian Wong  CFP®,CHFC®, CLU®, RICP®, CDFA®

Brian Wong  CFP®,CHFC®, CLU®, RICP®, CDFA®

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.