Robert Wong is working on almost three decades of experience as a Branch
Manager and financial advisor. He has previously worked for several national brokerage firms including sixteen years owning and running a Raymond James Financial Services Office in Scottsdale. Specializing in an innovative and practical approach to providing his clients portfolio management, asset protection, and tax efficient strategies, Robert’s experience allows him to focus on his client’s core values.
1994 graduate from Arizona State University with a bachelors of science in finance Robert is a General Securities Principal under his Series 24, as well as holding both General Securities Registered Representative Series 7 & 8 and Series 63 & 65. He is also a Registered Investment Advisor Representative.
Robert not only spends time with his clients and Capital Wealth Alliance, but he also loves to spend free time with his wife and children. Robert is also a firm believer in giving back by staying active in the community. He does so by volunteering his time to local nonprofit organizations.
Robert follows his personal mission statement: “To associate with positive people, and understand that material wealth is not more important than the happiness and well being for your family and community. I always want to be a dedicated and guiding force to all that I come in contact with.”