portrait of Markus Wong

About Markus

I serve as a financial advisor for Edward Jones. I feel that it is important to invest my time to understand what you are trying to accomplish before you invest your money. I have advised wealthy clients during different life stages, complex investment situations and ever-changing market conditions. Our focus is to help you make smart decisions with your money, and we help you take care of your family and beneficiaries including organizing and amplifying philanthropic efforts. In addition, my team helps businesses manage their cash strategies and defined benefit plans. Our ultimate goal is to focus on you and...

Focus Areas

  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving

Education

  • Univ of California-IrvineMaster of Business Admin
  • Univ of CA-San Diego-La JollaBachelor of Arts

Personal Interests

  • Wine Collecting/Enthusiast
  • Polo
  • Sailing
  • Skiing
  • Golfing

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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