Bank of America Private Client Advisor Matthew Wong

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Matthew Wong is a Private Client Advisor based in Pasadena, California, providing investment advice and strategies tailored to individual client needs. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), Matthew offers comprehensive financial planning services. His practice primarily serves individuals and families seeking personalized financial guidance to achieve their financial objectives.

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