Merrill Lynch Financial Advisor Cynthia Wong

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Cynthia Wong is a financial advisor based in Brea, California, affiliated with Merrill Lynch. She offers personalized investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Chartered Retirement Plans Specialist (CRPS®), Cynthia specializes in comprehensive financial planning and investment management. She serves individuals and families looking to achieve their financial objectives through informed decision-making and strategic planning.

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