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Angela Wong

Financial Planner

About Me

I'm Angela Wong, a financial planner specializing in long-term care and pre-needs. My business is dedicated to helping individuals and families navigate the complexities of planning for their future care and end-of-life needs. With personalized financial strategies tailored to each client's unique situation, I provide peace of mind and security. My expertise in long-term care and pre-needs ensures that my clients are prepared for whatever the future may hold, allowing them to focus on enjoying life without worrying about financial uncertainties. Whether it's setting up long-term care insurance, creating pre-need funeral arrangements, or developing comprehensive estate plans, I'm here to guide my clients every step of the way, providing compassionate support and attention to detail.

Great Introductions

Individuals or families approaching retirement age who are concerned about planning for long-term care and pre-needs, Adult children responsible for the care of aging parents who need assistance with long-term care and pre-planning, Individuals with disabilities or chronic illnesses seeking financial guidance for their future care needs, and Estate planning attorneys who may have clients in need of comprehensive financial planning, including long-term care and pre-needs services. Insurance agents specializing in health or life insurance, who may encounter clients seeking long-term care insurance or pre-need funeral arrangements.

Hobbies and Interests

Angela loves to run. For her, running isn't just exercise—it's her passion, her escape, her meditation. Whether it's a brisk morning jog through the park or a challenging trail run in the mountains, she enjoys the freedom and exhilaration of pushing her limits and exploring new routes.