Eric Wong, CFP® is a Relationship Manager at W Wealth Strategies, where he specializes in developing customized financial, retirement, and income plans tailored to each client’s goals. He meets regularly with clients to help manage and optimize their investment portfolios.
Before joining W Wealth, Eric served as a Client Advisor at MassMutual Financial Group, where he focused on helping clients understand life insurance as an independent asset class.
Eric is committed to giving back to the community and currently serves as a Board member of the Charles B. Wang Community Health Center. Eric holds a B.A. in Mathematics from Amherst College, where he also served as Captain of the Men’s Swim and Dive Team. Outside of work, he enjoys golfing, snowboarding, and exploring new music.
FINRA Series 7, 63, and 65 Securities Registration
Life, Health, and Variable Insurance Licensed