Carmen Wong JD, CFP®
"One moment of serene and confident life is more glorious than a whole campaign of daring. We should be ready for all issues; not daring to die, but daring to live."
Through years of searching for purpose in my career and a deep desire to help others, I found my way to wealth management. I love working with positive, motivated individuals who strive to make the world a better place. Employing efficient communication strategies, I am able to help my clients raise their level of certainty, and lower their level of fear, as they know their finances are being looked after.
How do you de-stress?
Getting a 50-minute pedicure will usually do it.
What are you passionate about outside of work?
I am passionate about having meaningful relationships with the people in my life.
Who is your hero?
My hero is not a single person. A good teacher at any level is my hero.