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 client’s portfolio management, asset protection, and tax efficient strategies, Robert’s experience allows him to focus on his client’s core values.

A 1994 graduate from Arizona State University with a Bachelor 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 CWA, but also loves to spend free time with his wife and four children. Robert is a firm believer in giving back to his community by staying involved with various 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.”