Eric Wong is a CFP® professional affiliated with Independent Financial Group, LLC, with four years of industry experience. He has worked at W Wealth Strategies and Independent Financial Group since 2021 and previously spent one year with Lee, Nolan & Koroghlian. Wong is also engaged in insurance sales, including life, long-term care, and disability income insurance, and provides tax preparation services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs both firm- and third-party models for portfolio management, combining strategic asset allocation and multi-manager approaches with ongoing due diligence.

Frank Wong is a CFP® professional with 43 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at National Planning Corporation and Mass Mutual Investors Services. Outside of his advisory role, he volunteers as a part-time teacher at Hunter College and provides tax preparation and insurance services through his independent activities. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm and third-party models.

Jason Wong is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and has previous experience at Kiewit Corporation and Lafayette College. Outside of his advisory role, he is also a licensed administrative assistant for W Wealth Strategies. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm utilizes a range of portfolio management options and third-party programs, employing both passive and active investment strategies tailored to client risk profiles.

Kyle Wong is a CFP® professional with eight years of industry experience, currently serving as an advisor at Independent Financial Group, LLC. His prior experience includes roles at Goldman Sachs & Co. LLC and F3 Logic, LLC. In addition to his advisory work, he is involved in tax preparation and insurance sales through affiliated outside business activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and plans. The firm offers financial planning and portfolio management using both firm and third-party strategies, combining active and passive investments across various risk profiles.