FRANK WONG

Frank specializes in the areas of Retirement Planning, Wealth Management & Investment Planning for individuals and owners of privately held businesses.

He is a principal of W Wealth Strategies LLC., in New York.  The firm offers financial and retirement planning lectures & seminar at local universities and corporations.

He is a graduate with a B.S. degree from Syracuse University and earned his Certification in Financial Planning.  In addition, Frank was an adjunct professor at Pace University and was an professor to students preparing for the CFP exam.  Most recently, Frank taught at Rutgers University for the Certified Employee Benefits Certification (CEBS) course.

In addition to servicing his own clients, Frank was formerly an investment specialist and compliance officer for an independent Financial Planning firm.  His responsibilities included the training, education, and supervision of over sixty associates.

He is a Trustee for the Foundation of Holy Name Hospital, Teaneck, NJ.  Frank resides in Bergen County with his wife.