Five Star award winner Kinley Wong

PROFESSIONAL PROFILE

Contact Me

Kinley Wong

Financial Planner

Lincoln Financial Advisors

3000 Executive Pkwy Ste 400

San Ramon, CA 94583

Office: 925-659-0267

kinley.wong@lfg.com
www.maxssb.com

Biography of Kinley Wong

Kinley Wong was born in Hong Kong in 1964, the second child to Mr. Tin Sing and Mrs. Yin To Wong. The Wong family soon grew to a total of four children. In 1969, the Wong family moved to Berkeley, California where they currently reside. Kinley later attended middle school and high school in El Cerrito. After completing High School, Kinley chose a local university to further his education and attended San Francisco State University where he earned his Bacheolor of Science Degree in Business Management.

Mr and Mrs Wong instilled core values in thier children at a young age. The children were taught that a family that works together by building strength within. Lessons of truth and fairness were always provided to guide the children to be honest and respectful of everyone. Values included: generosity to others, helping whenever you can and treating everyone with respect and equality. Hard work was always the standard in the Wong household and it was believed that "You will never be the best at anything, but always try your hardest and strive to to be your best." These important life lessons have shaped Kinley into what he is today which is a successful businessman with unique characteristics.

In 2002, Kinley joined Lincoln Financial Advisors as a Financial Planner. He specializes in Social Security Benefits and comprehensive retirement planning. He knows that when it comes to planning for retirement, many people have more questions than answers. Kinley Wong, a dedicated Financial Planner, is well prepared to help you answer those questions.

More than 95% of Kinley's new client relationships were initiated by clients who referred a friend or family member. Kinley recognizes that lasting relationships are built over a period of time and take honesty and dedication to be fully established. Kinley displays examples of his generosity and acts of selflessness at every turn. When faced with an option to: (a) Make more money or (b) Help out a friend...he will gladly help the friend.

Kinley resides in Dublin and is busy raising two daughters Riley and Jordyn as well as caring for his canine and feline family members, Cooper (a Labrador and Border Collie rescued dog), Winter and Jack Sparrow (black and white Texudo short hair adopted kittens).

See Accomplishments

This award was issued on 10/1/21 by Five Star Professional (FSP) for the time period 12/28/2020 through 07/30/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1413 San Francisco - East Bay-area wealth managers were considered for the award; 89 (6% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 1260, 88, 7%, 10/1/20, 1/13/20 - 8/7/20; 2019: 1340, 104, 8%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1397, 113, 8%, 10/1/18, 1/16/18 - 8/10/18; 2017: 1049, 95, 9%, 10/1/17, 1/13/17 - 7/28/17; 2016: 948, 182, 19%, 9/1/16, 2/24/16 - 8/22/16; 2015: 2261, 183, 8%, 10/1/15, 3/5/15 - 7/31/15; 2014: 4527, 204, 5%, 10/1/14, 3/5/13 - 7/31/13; 2013: 858, 195, 23%, 10/1/13, 3/5/12 - 7/31/12; 2012: 1145, 233, 20%, 10/1/12, 3/5/11 - 7/31/11.

Click to access BrokerCheck

Kinley Wong is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.

CRN-3711496-081021

This award is based on data from financial advisors, regulatory disclosures, and FSP research.
Working with a Five Star Wealth Manager is no guarantee of investment success. We were independently nominated for the 5 Star award and not required to be part of an organization, did not pay to be considered or receive the award though we paid $220 for the right to reprint the newspaper advertising page.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.