Mike Chong, CFP®, CDFA®
Wealth Advisor, Senior Partner, President, Founder
Mike Chong, CFP®, CDFA® is a Bay Area native. He graduated with an Bachelors degree in Economics from UC Berkeley in 1999 and a Masters degree in Business from San Diego State in 2006.
Mike lives his life with passion. He followed his dream of becoming a pilot and earned his commercial pilot license with instrument rating, has lived overseas doing volunteer work in Beijing, China, has traveled extensively to many parts of the world, and actively contributes to the community.
Mike's focus now is on helping others pursue their life's goals--goals which most often have a financial component.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mike's focus is on comprehensive financial planning. He can work along side you to help you design a plan to help get from where you are today to where you want to be. He can show you the impact of decisions you have made and may make in the future.
Reach out and schedule an appointment with Mike today.
Waddell & Reed is not affiliated with any other entities referenced. 09/18