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About Us

Our Mission

Our Mission

At PlanWise Advisors, our mission is to provide knowledgeable, financial advice with each of our clients’ life milestone and provide them with everything they need to pursue financial freedom. We customize each and every financial plan to fit our clients’ needs and each approach is as unique as they are. Our goal is to promote awareness and empower people to achieve financial freedom.  

We offer a transparent fee structure and are able to advise on a wide variety of financial concerns, along with independently focused goals. This collaborative culture is better for clients and leads to long-term relationships that are centered around your goals. Our pricing structure is unique to our firm and ensures that you only pay for what you need. 

Whether you want to save for your next home, need help creating a personal budget, have questions about your insurance coverage, or anything in between, we’re here to help.   

Our Designations

We are always striving to get better for our clients and pursue some of the industry’s top designations. When you work with us, you work with a team that’s passionate about education and growing our knowledge. 

Tony holds the following designations:

CERTIFIED FINANCIAL PLANNER (CFP)
Having an independent financial advisor who is also a CERTIFIED FINANCIAL PLANNER™ professional is a huge advantage compared to traditional investment brokers. CFP® professionals exercise a high level of competency, ethics, and professionalism. We are proud to be a CERTIFIED FINANCIAL PLANNER™ professional to best serve your needs.

Certified Fund Specialist (CFS)
Mutual funds are an important part of many financial strategies, which is why we are Certified Fund Specialists to better serve your needs. A Certified Fund Specialist receives a certification for their experience in mutual funds and the mutual fund industry.

Certified Divorce Financial Analyst
To best meet the needs of many of our clients going through a divorce, we are Certifed Divorce Financial Analysts. A CDFA® goes through an intensive training program to become skilled in analyzing and providing experience related to the financial issues of divorce. 

Licenses & Qualifications:

  • Series 7 - General Securities Registered Representative

  • Series 9 - General Securities Sales Supervisor - Option Module

  • Series 10 - General Securities Sale Supervisor - General Module

  • Series 63 - Uniform Securities Agent

  • Series 65 - Uniform Investment Advisor

  • New York State Life & Health Insurance License

Our team is highly-qualified to tackle your financial needs and our prestigious designations show that we are passionate about education and staying up on today’s latest financial trends

Team

Tony Wong

Managing Partner

917-971-1765

Tony_Wong@glic.com

Like many New Yorkers, Tony and his family are first-generation immigrants. Having worked part-time in restaurants and garment factories as a teenager, he’s seen firsthand the struggles that families go through trying to make ends meet. These experiences helped him realize that he wanted to make a difference in people’s lives and help them get to where they want to be financially. He followed through with what he set out to do and became a financial advisor.   

Professionally, Tony has worked in many leading Wall Street institutions in his 25 years career, including companies like UBS/Paine Webber, TD Ameritrade, HSBC Securities, MetLife, and MassMutual. During that time, he navigated his clients through the Asian Market Crisis of the 90s, the tech/dotcom rise and subsequent bubble burst. He has personally lived through the devastating attack of 9/11 and its aftermath on the financial market; similarly steered his client through the real estate boom and crisis of 2008. With the Global Pandemic of 2020 upon us, the importance of experience and professional guidance matters more than ever.

Through these changing markets, Tony realized one thing that is constant, proper planning and a solid financial plan remain the cornerstone to protecting your family. People say one can’t build a house without a blueprint, and one certainly shouldn’t invest without a plan. Planning sounds simple, but it is hardly the case. Tony has found that being a Certified Financial Planner™ helps him further understand his clients’ needs and allows him to be qualified to assist with creating a financial plan. Whether it is educational, business planning, insurance protection, estate preservation, retirement or wealth accumulation, his team of advisors will be more than glad to assist each client with developing a custom plan and structuring comprehensive solutions to fulfill their financial goals.

Outside of office, Tony enjoys a weekly game of basketball along with all types of outdoor activities. Most of all, he loves spending time with his lovely wife and his three daughters. Family is everything to Tony. His biggest achievement in life is to be able to bring happiness to his family, to protect them, and to be financially independent. He hopes to help all his clients achieve the same.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Trademarks are the property of their respective owners and are used with permission.

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