About
Lam Wong
Hello and welcome to L. Wong Retirement Strategies. With 20 years of experience as an educator, I’ve developed a deep appreciation for the power of clear communication and informed decision-making. These values now guide my work in the financial field, where I’ve spent the past seven years helping individuals and families build solid financial futures.
As an independent producer specializing in estate and retirement
planning, I believe it’s essential for clients to fully understand what
they’re working toward before making any investment. I focus on
providing personalized strategies that align with their goals, values, and long-term vision.
Fluent in English, Mandarin, and Cantonese, I’m proud to support
clients from diverse cultural backgrounds and help make financial
planning accessible, understandable, and meaningful.
Should you have any questions related to financial and retirement planning, please feel free to browse my website and do not hesitate to send me a message.
L. Wong Retirement Strategies
At L. Wong Retirement Strategies, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy designed to help them with critical areas of retirement planning, including:
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At L. Wong Retirement Strategies, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.