Gary C Wong
Fractional CFO @ Gary C Wong, CPA PC | CPA, Financial Advisor
About
As a CPA and Business Financial Advisor at Gary C Wong, CPA PC, I have over 40 years of experience in helping business owners achieve their financial goals and secure their retirement income. I am passionate about providing customized and effective wealth strategies, tax planning, and risk management solutions that align with my clients' values and vision.
My mission is to simplify the lives of my clients and empower them to make informed and confident decisions about their finances. I work with them to position their retirement income from "forever taxed" to "never taxed", using a unique methodology that has proven results. I also help them reduce stress and overwhelm by proactively addressing their financial challenges and opportunities. I value trust, integrity, and collaboration, and I strive to deliver exceptional service and value to my clients.
Experience
CPA/Business Financial Advisor/Profitability Growth Advisor/Fractional CFO
Gary C Wong, CPA PC · San Francisco Bay Area
Jan 1986 – Present(40 yrs 4 mos)
CPA/Business Financial Advisor
Gary C Wong, CPA · San Francisco Bay Area
Jan 1986 – Jun 2022(36 yrs 6 mos)
Certified Public Accountant Financial Advisor Business Profitability Growth Advisor Lions Club Member Rotary Club Member Toastmasters Member
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science - BS, Marketing
University of California, Berkeley
Bachelor of Science (B.S.), Business Administration
1967 – 1972
University of California, Berkeley, Haas School of Business
Bachelor of Science - BS, Marketing and Taxation
Sep 1967 – Jun 1972
Expertise
Specialties
