Mike Chong, CFP®, CDFA®

With an analytical mind and driven by details, ever since Lily was young she has been fascinated with corporations and financial headlines.

She enjoys creating a welcoming, supportive environment for clients to feel connected and build trust. Lily's goal is that her clients know their concerns are heard as they share their goals to grow and build financial resources. 

Lily earned her degree in accounting from the University of Delaware. Working in corporate finance for 20 years, she became experienced in company formation, performance, and strategy, overcame numerous challenges and built revenue performance and longevity. Now she brings all of her experience and values to benefit individual clients.

Lily has native proficiency in Mandarin Chinese. She has a global perspective after years of financial experience in East Asia. She enjoys traveling and experiencing cultures. You will find her meeting good friends, playing strategy games, and enjoying scenic weekend hikes.

Mike Chong, CFP^®,CDFA™ is a Bay Area native. He graduated with a Bachelor's degree in Economics from UC Berkeley in 1999.

Mike lives his life with passion. He followed his childhood dream of becoming a pilot and earned his commercial pilot license with instrument rating and flight instructor license.  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®, Mike's focus is on comprehensive financial planning. He can work alongside 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.

As a CERTIFIED DIVORCE FINANCIAL ANALYST®, Mike posesses the skills to analyze your individual situation, and provide insight and guidance as needed. He is qualified to assess the implications of your settlement, including but not limited to: division of assets, child support, alimony payment, QDRO and tax implications. 

As a TAX PLANNING CERTIFIED PROFESSIONAL®, Mike understands that what you keep is just as important as what you earn. He specializes in identifying strategic opportunities to minimize tax liabilities and optimize your wealth for the long term. By analyzing Roth conversions, capital gains management, and the tax efficiency of your retirement income, Mike seeks to ensure your financial plan is structurally sound and prepared for the future. His goal is to provide the technical expertise needed to navigate a complex tax landscape, while striving to help you build and preserve your legacy with confidence.

Reach out and schedule an appointment with Mike today.

^{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks_.}