Cheryl Wong Email & Phone Number

Cheryl Wong, based in Cupertino, CA, US, is currently a Founder and President and Senior Financial Advisor at KAN Wealth Management, LLC, bringing experience from previous roles at CONCERT Wealth Management, Inc. - Private Wealth Group, CONCERT Global Group Ltd., CONCERT Capital Management and Comerica. Cheryl Wong holds a 2017 - 2018 Certificate in Vistage Executive Leadership Program: Strategic Leadership @ Stanford University Graduate School of Business - Executive Education. With a robust skill set that includes Strategic Financial Planning, Portfolio Management, Asset Allocation, Investment Strategies, Finance and more, Cheryl Wong contributes valuable insights to the industry. Cheryl Wong has 3 emails and 1 mobile phone number on RocketReach.