Broker Check
Kenneth Wong, CFP®

Kenneth Wong, CFP®

Advisor & Director of Financial Planning

ken@planwithmoran.com

Believing that money is a means and not an end, Ken’s practice is founded on first understanding what is important to his clients, then formulating individualized advice that can help clients achieve their goals.  Prior to becoming an advisor, Ken spent over 15 years working in the Government & Non-Profit sector.  He received his Masters in Public Administration from NYU Wagner and his undergraduate degree from Vassar College.

Originally from Brooklyn, NY, Ken currently resides in Park Ridge, IL with his wife Christine and their two sons, Sawyer and Sebastian.  He is currently the co-President of the Vassar Club of Chicago and involved with the PTO at Carpenter Elementary School.  He spends much of his time shuttling and supporting his kids at various activities ranging from Cub Scouts to golf lessons.

 

Ken is licensed to offer fee-based planning in addition to insurance products in AZ, CA, FL, IL, NY, NJ, PA, CA, MA and sell securities in AZ, CO, FL, GA, IL, IN, KS, MI, MN, NC, NY, OH, OR, PA, TX, VA, WA, and WI.