Broker Check

Our Team

Garret Wong, ChFC

Chartered Financial Consultant


Garret is a Chartered Financial Consultant designee of The American College and has over 30 years of experience in financial planning. Garret maintains securities licenses as well as licenses for life, health, and disability insurance...

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Barbara K. Wong

Licensed Sales Assistant


Barbara is a Registered Representative of KMS Financial Services. Barbara has over 21 years of experience in the financial services industry.Barbara believes in the importance of community and professional service and has served as a...

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