Eliza Wong

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Eliza Wong is a financial consultant based in Los Angeles, California, affiliated with Oppenheimer. She specializes in holistic financial planning, aligning clients' unique goals and values with tailored investment and insurance strategies. Eliza employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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