“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.”
Renée Kwok joined TFC Financial Management in 1991. As President and CEO of the firm, she is responsible for overseeing the firm's financial planning and wealth management services for all client relationships. Renée is also closely involved with a select number of TFC's largest clients and is a key member of TFC's Investment Committee.
Renée is a regular speaker on a range of wealth management and investment topics. She has presented to professional groups such as the Massachusetts Continuing Legal Education, Inc. and the Massachusetts Association of Women Lawyers; academic institutions such as Wellesley College as well as private groups. Renée has also contributed to articles appearing the Wall Street Journal, Business Insider, Financial Advisor and Boston Business Journal.
Prior to joining the firm, Renée was a consultant for a fee-based financial planning and investment management company serving health care professionals. She developed and implemented comprehensive financial programs, provided investment advisory services, assisted clients with banking activities and life insurance needs, and supervised the installation of the company's portfolio accounting and billing systems.
Previously Renée served as a security analyst for the international investment management team at the Putnam Companies. At the time, the mutual fund company had $800 million invested in foreign equities.
She began her career as an investment analyst at Asian Oceanic Limited, a merchant bank in Hong Kong, where she previously resided. She worked in the research and credit department, supporting the Corporate Finance, Commercial Lending, and Investment Management divisions. Renée received her B.A. in Economics from Middlebury College and is fluent in Chinese. She serves on the Development Committee of Cradles to Crayons.
Renée and her husband are happy empty nesters living in Chestnut Hill with their two children living nearby. She loves horses and is an avid and competitive equestrian. Her other favorite activities are traveling to their “bucket list” destinations, hiking in our beautiful national parks and volunteering at local community service organizations.
