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Gary K Wong

Financial Advisor

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As an Edward Jones financial advisor, I partner with a select group of individuals, families and small businesses in the local community. I use an established process that begins with identifying what's important to you and your family. By ...... Show More
Location & Business Hours
Tuesday
08:00AM to 04:30PM
Wednesday
08:00AM to 04:30PM
Thursday
08:00AM to 04:30PM
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About
As an Edward Jones financial advisor, I partner with a select group of individuals, families and small businesses in the local community. I use an established process that begins with identifying what's important to you and your family. By learning what is most important to you, I create a personalized strategy to help achieve those long-term financial goals. I want to help ensure our clients feel valued, informed and ultimately secure with all aspects of their financial lives to get the best return on life with the wealth they have. I graduated from Virginia Tech in 2008 with a Bachelor of Science degree in engineering. My analytical background along with my passion to establish meaningful relationships with other people brought me to Edward Jones.In order to better serve my clients, I have acquired the CERTIFIED FINANCIAL PLANNER™, or CFP® certification along with having the Accredited Asset Management Specialist™, or AAMS™ and Chartered Retirement Planning Counselor™, or CRPC™ designations, as I believe education is a lifelong process. I became a limited partner with Edward Jones in 2023. My team includes Branch Office Administrator Jennifer Carter, who is dedicated to providing clients with a superior level of service. On a personal note, I grew up in Northern Virginia which inherently makes me a DC sports fan. When I'm not at one of the Washington sporting events, I enjoy traveling the world and spending time with my wife, Cassie, and our two children.
Specialities
Retirement Savings Strategies
Retirement Income Strategies
Wealth Strategies
Portfolio Reviews
College Savings
Estate & Legacy Strategies
Retirement Savings Strategies
Retirement Income Strategies
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FAQs
Here are some Frequently Asked Questions about Gary K Wong
What organization is Gary K Wong associated with?
Gary K Wong is associated with Edward Jones.
What is Gary K Wong’s work email address?
Gary K Wong’s professional email address is g*******g@e**********.com. You can also email Gary K Wong by clicking on the contact Gary K Wong.
Where is Gary K Wong based out of?
Gary K Wong’s primary location is Oakton, VA.
What is Gary K Wong's phone number?
Gary K Wong's phone number is (703) 242-0286
What is Gary K Wong's title??
Gary K Wong is a Financial Advisor.