Joe Wong, CFP®, CRPS®

Joe Wong, CFP®, CRPS®

Director, Wealth Manager

Joe Wong serves as a Director, as well as a founding partner of Steward Partners Global Advisory. As a wealth manager, Joe leads an investment team within Steward Partners Global Advisory. Together with business partner Rodger Friedman, their focus is advising and coaching middle class millionaires in creating and implementing customized retirement income strategies that allow them to enjoy their retirement with confidence. This process helps them to truly understand each client’s unique needs and changing circumstances.

Joe graduated magna cum laude from University of Maryland in 2002. Joe obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the CFP Board and the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning.

Joe is a board member of Asian American LEAD, a local non-profit, that provides educational enrichment and youth development programs to low-income and underserved Asian American youth in the Washington, DC metro area.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.