Bridges Wealth Strategies

Bridges Wealth Strategies

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Financial & Investment Services

3000 Executive Parkway, 400 San Ramon CA 94583

(925) 659-0267

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About Us

Advice-Based Comprehensive Financial Planning | Social Security Benefits & Tax Strategies | Retirement Income | Creating a financial plan that fits your life now and into the future |

Highlights

Retirement Planning
Social Security Benefits Workshop
Investment Planning
Tax Strategies
Family Record Inventory

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Kinley Wong

My Story
In 1969, my family left Hong Kong to begin a new life in the United States. As an adult, I’ve taken the values of my youth along with integrity and applied them to my own financial planning business. This allows me to help others not only achieve their goals but protect their families as well. During my 20 years in the financial industry, I’ve achieved the education necessary to assist others make informed decisions. I am a Chartered Retirement Planning Counselor (CRPS®) and have my Series 6, 7, 63, and 65 licensing. I am also Life Insurance Licensed in California, Nevada, and Arizona.
In my spare time, my life continues to be about family. I enjoy spending time with my two girls, Riley and Jordyn.

Kinley Wong

Financial Planner, CRPC

Phone: (925) 659-0267

Fax: (925) 275-0999

Cell Phone: (510) 909-6385

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3000 Executive Parkway, 400 San Ramon CA 94583

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