Leo Wong is a financial planner, specializing in new market research and retirement planning. Leo, the youngest of three boys, was born in Malaysia and immigrated to the United States at a young age. Leo and his family went on to successfully own and operate several restaurants throughout central New Jersey. This is where he developed his entrepreneurial spirit and devoted work ethic.
Leo’s experience with client service and business management have helped him cultivate a passion for serving others; always keeping the client's best interest in mind. 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.