Ryan S. Wong

Wealth Management Advisor

Ryan is a certified financial planner ™ professional. Ryan has over 25 years of experience and provides tax planning, audit representations, estate planning, asset protection, management & business consulting, international tax and consultations for highly compensated/high net worth individuals, closely-held company, real estate service, distribution and retail industries. Ryan is an alumni of Ernst & Young LLP and specializes in real estate, high technology, manufacturing and distributions, and service firms.  As a summa cum laude graduate, Ryan holds a master's degree in business taxation from the University of Southern California, and a bachelor's degree in business economics from University of California at Los Angeles. Ryan has passed the FINRA Series 7 and 66 exams.