Kyle Wong, CFP®, joins W Wealth Strategies as a Relationship Manager and Investment Advisor Representative. Kyle is responsible for developing customized financial, retirement, and income plans. He meets with clients regularly to help manage their portfolios and financial plans.
Prior to joining W Wealth, Kyle was a Client Service Representative at Goldman Sachs Prime Brokerage, managing relationships and servicing some of the world’s largest hedge funds.
Kyle earned his BA in Economics from Colby College, in Waterville, Maine. At Colby, Kyle was a member of the Men's Swim and Dive team and was a captain in his senior year. In his free time, Kyle enjoys golfing and cooking and is a PADI-certified diver. Kyle also volunteers with Apex For Youth, a non-profit based in New York City, and serves on the Associate Board.
FINRA Series 7, 63, and 65 Securities Registration
Life, Health, and Variable Insurance Licensed