Steve Kwong serves as an advisor for client's wealth and investments, providing advice and perspective throughout the course of their lives. A Vice President, Senior Financial Advisor in the Costa Mesa office, he came to Merrill Lynch Wealth Management in 2008 after 16 years serving high net worth clients at some of the industry's major financial institutions. His seven years in commercial banking has given key insights in areas specific to business owners and executives. This experience provides the ability to guide entrepreneurs, professionals and families in wealth transfer, exit strategies, and diversification.
It’s a new year, and with it comes the need for dentists to review their financial planning goals and benchmarks. In order to build wealth and have the lifestyle you desire now—as well as long into retirement—it’s best to start planning and…
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