FINANCIAL ADVISOR
Kevin Wang

For some people, investing can be based on emotion. Unfortunately, allowing fear or anxiety to dictate or influence your investment strategy can lead to making poor decisions. I can help you approach investing objectively through a disciplined process that has helped 7 million investors in the United States and Canada.

When I first work with clients, I begin by discussing their current situation. I ask questions about their family, their job, their lifestyle, etc. This gives me a solid understanding of where they are today in terms of finances. I then ask about their future – what they want to achieve...