Broker Check

Meet the Team

Mike Chong, CFP®, CDFA®

Wealth Advisor

(925) 575-8881

(888) 989-9168

mchong@wradvisors.com

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 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 goals--goals which 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 decision 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. (01/21)

Doug Midgley

Wealth Advisor

888-989-9168

888-989-9928

dmidgley@wradvisors.com

Doug was born and raised in Chula Vista, Ca. He attended San Diego State University and graduated in 1980 with a BS degree in Telecommunications and Film. Prior to becoming an advisor with Waddell & Reed, Doug worked for Longs Drug Stores for 21 years in management and as a store manager. He has always focused on providing excellent customer service and has carried it over into serving as an investment advisor and planner since 2004. Doug wants to help others achieve financial stability for themselves and their family so they can make decisions from a position of financial strength. Doug loves golf and it is his goal to play the top 100 golf courses in the United States.  Doug has been married for 37 years and has two children.

 

Waddell & Reed is not affiliated with any other entities referenced.  (07/20)

Amy Frey

Amy Frey

Operations Manager

888-989-9168

888-989-9928

Julia Kim

Julia Kim

Office Associate, Practice Manager

888-989-9168

888-989-9928