Sue Wong - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Sue Wong, Certified Founders Group Associate

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About Sue

Sue Wong
email: sue8887@gmail.com
tel: (415) 225-5107
web: www.swwealthadvisors.com

 

Sue L. Wong, CFP®, MSFP, is an independent fiduciary financial advisor, owner of Shannan Walter Wealth Advisors, LLC. Sue can help you prepare to retire, create a retirement income plan, and manage your investments. Sue is passionate about providing unbiased advice and creating investment and retirement strategies that are driven strictly by the needs and best interests of her clients. With over 23 years of professional experience, her focus and expertise include portfolio construction, retirement planning, wealth accumulation and income distribution strategies. She is passionate about serving her clients and helping them achieve their financial goals.

Sue earned a B.S. in Accounting, and M.S. in Financial Planning from the Golden Gate University, San Francisco, CA., 1992 and 2008 respectively. She entered the financial services industry in 2000. Sue achieved her CERTIFIED FINANCIAL PLANNER (CFP®) in 2007. Sue aligns herself with other experts in their field and continually updates her education to reinforce her commitment to the clients she serves. To better serve her clients, Sue has been a member of the Ed Slott’s Master Elite IRA Advisor Group for the past 17 years allowing her access to the most up to date regulation and planning for IRA and retirement accounts.

Sue is a proud parent of two, Shannan and Walter. In her spare time, Sue enjoys traveling, watching basketball, walking her dogs Bandit and Gucci, and listening to financial podcasts. She is inspired by those who are committed to growth, eager to learn and passionate about pursuing their life’s purpose.