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Edmund Wong, CFP®, AIF®

Planning & Financial Advisors

44 Montgomery St
Ste 1610
San Francisco, CA 94104
Phone: (415) 675-2933
Fax: (415) 675-2949

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.