Greg S. Tong
Greg Tong has been advising clients since 2005 with valuable industry experience gained from both UBS/Paine Webber and LaSalle Financial Services. When working with clients, Greg’s main objectives are to understand each of his clients’ financial goals, unravel the complexities of their wealth, and create a professional and well-thought-out plan that helps meet their specific needs.
Greg received his bachelor’s degree in Interdisciplinary Studies from Arizona State University and later went on to obtain his Certified Investment Management Analyst (CIMA®) designation from The Booth School of Business at The University of Chicago.
Professional Licenses:
- Life & Health Insurance License
- Series 7 held through LPL Financial
- Series 66 held through IHT Wealth Management
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management