Martin Fong
Financial Planner @Acord & Fong Wealth Strategies
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WORK HISTORY
Financial Planner @Acord & Fong Wealth Strategies
San Francisco, CA, US
Acord & Fong Wealth StrategiesOsaic Executive Parkway, Suite 400San Ramon, CA 94583Direct: 92••••••38Toll Free 80••••••94Fax Insurance Lic.# 0B61139Securities and investment advisory services offered through Osaic FA, Inc, member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
EDUCATION
USC Marshall School of Business
BS, Finance
SKILLS
ABOUT MARTIN FONG
I have been a Registered Representative and Investment Advisor Representative of Osaic FA (formerly Lincoln Financial Advisors) since 1995. My focus and expertise lies in guiding executives, hospital professionals and all retirees, who seek my advice, through the ever changing maze of retirement planning, estate planning strategies and investment decisions.Each client has their own unique financial needs. I am devoted to fully understanding his or her current financial situation, considering how the future will affect that situation, and focusing on designating objectives to meet each client’s needs and goals.I am committed to making certain that good information, sound advice and a choice of solutions are provided. This process allows a client and their family to make informed decisions and reach the solutions that are best for their unique needs. Once deciding upon a financial direction, I often work with the client’s attorney and accountant in order to get a plan implemented. Providing this type of comprehensive planning has helped many clients get from where they were, to where they want to be, financially.I hold a Bachelor of Science degree in Finance from the University of Southern California. I have also earned the professional designations, Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Consultant (CRPC®).I am an active member of the Society of Financial Service Professionals, the Financial Planning Association, and Diamond Level Member of *Premier Partners. I have also attained the respected title of Lifetime Member with Lincoln Financial Advisor Resource Group (**TRG).The California Bay Area has been home to me all of my life. I grew up in San Leandro, and currently reside in Danville with my wife and three children.Giving back to the community, I donate my time and money to Wardrobe for Opportunity, an agency that provides professional clothing to people who are seeking employment and an opportunity to change their lives.* The Premier Partners Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.** The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.
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