Broker Check
Daryl  Wong

Daryl Wong

Partner, Senior Advisor, CFP®, EA

I am driven by a strong desire to make a difference in the lives of my clients. Constant learning, developing long-term relationships, and empowering those around me are the pillars of my approach. It brings me immense joy to see the value and benefit I can add to my clients' lives. The appreciation they express for our services is incredibly rewarding.

Numbers have always fascinated me, but I also have a deep appreciation for people. During my early college years, I had the opportunity to work at a wealth management firm. Witnessing the positive impact that financial services can have on individuals and families fueled my passion to pursue this field. I recognized the practicality of good advice and guidance and realized that everyone can benefit from it. What's more, I have found that I learn just as much from my clients as they do from me. Each person I meet brings unique experiences and perspectives that enrich my understanding and enable me to provide even better advice.

Outside of my professional pursuits, I am blessed with a loving family. I am married with two wonderful boys. They serve as my inspiration to work hard, continue learning, and be the best version of myself. I strive to be a role model for my boys, someone they can look up to and be proud of. Leading by example, I aim to instill in them the values of hard work, continuous growth, and the importance of personal accomplishments.

In my free time, I cherish moments spent with my family. I enthusiastically support my kids' sports activities and enjoy hosting family gatherings, friends, and playdates. Exploring my passion for food and wine, I love collecting and indulging in unique culinary experiences. Traveling is another source of joy for me, as it allows me to create new memories and broaden my horizons.