portrait of Becky Kwong
FINANCIAL ADVISOR
Accepting New Clients
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About Becky

There's the old saying, "The only constant is change", and the longer I live, the more I know that to be true. Some changes are exciting and planned — buying a home, building a family, starting a new job or retiring from a career. Some changes are unplanned — a health issue or injury, the passing of a loved one, the end of a marriage, being downsized. These changes are pivotal moments, and they can really be the place where our relationship with you shines.

As a financial advisor, my client is at the center of everything I do....

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Sustainable investing
  • Portfolio Reviews
  • College Savings

Work History

  • Edward JonesSeptember 2008 to Current

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Embry-Riddle Aeronautical UnivMaster of Science
  • North Central CollegeBachelor of Arts

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:00PM
Tue 09:00AM - 03:00PM
Wed 09:00AM - 03:00PM
Thu 09:00AM - 03:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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