Brian Wong, CFP^®, ChFC^®, CLU^®, RICP^®, CDFA^®

Brian Wong, founder of Red Tower Advisors, has more than twenty-five years of experience in the financial services industry. A fiduciary with advisory clients, he is a CERTIFIED FINANCIAL PLANNER® professional, emphasizing comprehensive, client-centric financial planning. 

Brian strives to build successful relationships with his clients by listening earnestly to their concerns while maintaining a relatable and approachable demeanor. Meetings are a two-way discussion, not a lecture.  He is a graduate of UC Davis with a B.S. in Physiology, minor in Economics and holds the CFP® certification as well as the CHFC, CLU, RICP and CDFA designations.

Raised with strong family values from a large family of sixteen aunts and uncles, Brian integrates these principles into his financial guidance. The level of care of depth comes across in the 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. 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 and shared some jokes together.  Brian speaks conversational Cantonese.

_{*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}