About Dr. Wong

Dr. Wong earned his Ph.D. in Economics from UC Berkeley and passed the CPA exam in 1979. He has appeared on over 400 TV & radio programs and has published numerous articles. In the last 4 years, over 2,000 real estate agents have attended his real estate seminars and over 2,000 investors have attended his investment seminars. He conducts technical and marketing education for

CPA’s, attorneys, realtors, and other financial professionals.

 

His Winter 2009 education campaign focused on the unique

financial issues of seniors and Baby Boomer planning to

retire within 10 years. His seminars were scheduled at senior

mobile home and RV communities as well as stick-built

housing associations such as Sun Lakes. He has also done

presentations for the Gilbert and Chandler senior centers;

Tempe main library; the Apache Junction Library; and the Hamilton and Sunset branches of the Chandler public library.

 

Please contact him to see if he's available for a talk to

your group, church, or housing association. He also does talks for corporation employee groups as well as their retired associations.

 

Dr. Wong is a tax advisor and financial educator. His specialty is a holistic approach to financial education, rather than selling specific products. He does not sell stocks, bonds, mutual funds, or Wall Street securities. His goal is to safely maximize retirement income and reduce taxes. He welcomes comments from the readers of the AZ Republic.   Click here for his Arizona Republic Blog page