portrait of Felix Wong

Focus Areas

  • Retirement savings strategies
  • Wealth strategies
  • Wealth protection strategies
  • Education savings strategies
  • Estate and legacy strategies

Personal Interests

  • Culinary Arts
  • Hiking
  • Music
  • Scuba Diving
  • Movies & Entertainment

Team Members

  • Nathan Liu
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More