Renée Kwok

CFP®, President & CEO & Shareholder

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“After more than three decades as a professional investment and financial advisor, I am still passionate about helping clients navigate financially and often personally through life’s twists and turns. It is truly a gift to earn clients’ trust and confidence with thoughtful financial planning, a disciplined and dynamic approach to managing their portfolios and most importantly, from listening to and understanding their particular goals and needs, hopes and fears. I also strive to learn and be challenged every day so we can continue to provide sound financial counsel to our clients and their multi-generational families.”

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