Members

Kinley Wong

Bridges Wealth Strategies
3000 Executive Parkway Suite 400 San Ramon, CA 94583
(510) 909-6385
Member since: January 2024
Kinley Wong

Transformative conversations that provide you with guidance, direction and strategies/solutions for a renewed sense of confidence about your future.

Moving Your Vision Forward

My priority is to ease your mind by helping you develop an Advice-Based Comprehensive Financial Plan which includes custom designed strategies to not only meet your current lifestyle needs but to give you the sense of confidence of a financially secure future. Let me help you to ease your stress by helping to ensure the protection of your wealth is continually monitored.

Working Together

Advice-Based Comprehensive Financial Planning

Whether you’ve always lived independently, or this lifestyle is new to you, making your own decisions about your financial future can be empowering. Together we’ll figure out the right strategy for your unique situation.

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Your Questions Answered

Strategies That Fit Your Life

We’ll discuss your options surrounding Social Security benefits, tax strategies, and how to maximize retirement income. You’ll understand what we’re doing and why so that you can continue to make informed decisions pre-retirement and beyond.

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Moving Your Vision Forward

Bridges Wealth Strategies financial professional Kinley Wong believes in providing his clients with education to help them make intelligent decisions. Along with his personal service, he exceeds his clients’ expectations by researching and gathering additional resources for his clients.

Advice-Based Comprehensive Financial Planning

Tax Considerations

Social Security Benefits Workshop

Retirement Planning

Investment Management Planning

eMoney

Family Inventory Record

Roth Conversion

Tell Me How I Can Help You Today

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