Alan Wong
,
First Vice President, Wealth Management Advisor
555 California St
San Francisco, CA 94104
415.288.3205
Learn more about an advisor's background on
The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

With 20 years in the financial services industry, Alan joined Merrill Lynch Wealth Management in 2006. He follows a disciplined process that begins with getting to know each client and their family, their financial situation, what matters most to them, and is passionate about delivering excellent service.  His focus is on helping clients develop potential solutions and providing investment guidance by understanding their short- and long-term financial objectives.  Alan graduated from UC Berkeley with bachelor’s degrees in Economics and Political Science and an Education minor.  He also holds the Chartered Financial Analyst® designation.
Alan follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.  He previously served as Chair of the South San Francisco Planning Commission and as President of the CFA® Society of San Francisco's Board of Directors.  Alan has lived in the Bay Area his entire life and spends his time outside of work traveling with his family, enjoying the outdoors, and coaching his daughter's youth soccer and softball teams.

About Me
Welcome

Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.

Meet Our Professional Staff
Angela Chew
Wealth Management Client Associate
415.676.2759
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Alan N Wong is registered to do business in AK, AZ, CA, CO, CT, DE, FL, IL, KY, MA, MD, ME, NC, NJ, NM, NV, NY, TN, TX, UT, VA, WA, WI.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.