Christopher Wong
Financial Consultant at Fidelity Investments | MBA Candidate at Texas McCombs School of Business ‘27
- Role
- Financial Consultant at Fidelity Investments
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Christopher Wong
I am a Financial Consultant and Certified Financial Planner® at Fidelity Investments, where I work closely with clients to deliver comprehensive financial planning and investment strategies. My role emphasizes disciplined analysis, thoughtful portfolio construction, and clear communication across a wide range of financial decisions.I am currently pursuing an MBA at the University of Texas at Austin McCombs School of Business to further develop my capabilities in finance, strategy, and leadership, and to broaden my perspective on complex business and capital markets challenges.
Experience
Financial Consultant
Dec 2024 — Present · Austin, TX, US
Manage and advise on $244.4MM in assets under administration across 220 client households, delivering disciplined portfolio construction, performance monitoring, and risk management in line with client objectives. · Analyze and implement multi-asset investment strategies, incorporating asset allocation, tax optimization, retirement cash-flow modeling, and downside risk mitigation. · Lead and manage a four-member advisory team, overseeing workflow prioritization, quality control, and client execution while improving operational efficiency and service consistency. · Apply risk-adjusted return analysis and scenario modeling to evaluate investment decisions for trade-offs to clients. · Coordinate with external RIAs and internal specialists to structure integrated financial solutions, ensuring alignment across investment, tax, estate, and liquidity considerations.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.