About Wil Wong

I assess not only your financial picture but what’s important to you – whether it’s family, faith or giving back. My goal is to develop a customized financial strategy tailored specifically to your goals and values. I draw on my industry experience and comprehensive financial tools to support you in creating a personalized path to a confident financial future that reflects your priorities as well as guide you with how to share generously with the people and places you care about. Call or visit my office to schedule a time for us to connect in person or virtually.

Education & Accomplishments

  • FINRA Series 7 License | Series 66 License
  • MBA | Carlson School of Management | University of MN | 2005
  • BS Chemical Engineering | University of Texas Austin | 1994
Capital Associates

Capital Associates


Team Practice