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Garret Wong, ChFC

Financial Advisor

December 19, 2010

Garret is a Chartered Financial Consultant designee of the American College and has 25 years of experience in financial planning. Garret maintains securities licenses as well as licenses for life, health, and disability insurance.

Garret and his staff provide a full range of financial planning services. Garret is a Registered Representative of KMS Financial Services, Inc.

Garret’s operational philosophy empowers clients to make informed decisions. A special emphasis is placed on plan implementation. Garret encourages the team approach to planning and involves the services of other professionals including accountants and attorneys.

For the past five years, Garret has served as the featured financial advisor for the NBC affiliate and local station KTUU Channel 2. Garret’s segment on the Morning Edition, called Market View, covers a variety of financial planning issues.

Garret is a member and past president of the Anchorage East Rotary Club. He has also served as president for the Alaska Chapter of Financial Service Professionals and the Anchorage Estate Planning Council.
Garret earned his B.S. degree in Finance from Santa Clara University and his master’s degree in Commerce and Legal Studies from Gonzaga University.

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Located at 548 Coastal Place, Anchorage, Alaska. 99501-1964  

Phone: 907-222-9801    Fax: 907-222-9803  

 E-mail: Garret.wong@wong-cmn.com

Securities and Advisory services offered through KMS Financial Services, Inc.

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