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Leo Wong is a financial planner, specializing in comprehensive financial planning and strategic asset allocation. Leo’s experience with client service and business management has helped him cultivate a passion for serving others; always keeping the client's best interest in mind. Leo’s extensive knowledge of the financial market and available funds enabled him to design customized investment strategies that serve his clients’ unique goals. Leo holds Series 7 license (General Securities Representative), Series 65 license (Investment Adviser Representative), and is working toward obtaining the Certified Financial Planner (CFP) designation.

As the youngest of three boys, Leo immigrated to the United States from Malaysia at a young age. His family successfully owned and operated several restaurants throughout central New Jersey.  This is where he developed his entrepreneurial spirit and devoted work ethic. Leo graduated from Christian Brothers Academy and Monmouth University with a B.S. in Finance and currently resides in Monmouth County, NJ.



Why I became an advisor...  

My passion for becoming a financial planner stemmed from the seeds that my parents planted when they came to America in the early 90s. As a restaurant entrepreneur, my parents worked 72 hours per week that provided food and shelter for the family over a decade. As grateful as I was for my parents instilling work ethic upon my siblings and I, they never developed a retirement nest egg for themselves.

As a 1st generation immigrant, I can relate with those who work hard to provide for their family but lacked the knowledge or insight to plan for retirement. That is why it brings me a sense of fulfillment when I’m able to help families plan for their future.