We are excited to announce that Taylor Wong has been honored by Forbes as a Best-In-State Top Financial Security Professional for Hawaii. This prestigious recognition underscores Taylor's extensive experience and unwavering commitment to financial advising.
In 2011, Taylor joined WestPac® Wealth Partners (formerly Wealth Strategy Partners) with a steadfast commitment to guiding clients toward their optimal financial paths. His primary objective is to foster financial well-being and ease the burdens of financial challenges for his clients. Motivated by this mission, he became one of Hawaii's youngest individuals to achieve Certified Exit Planner designation from the Business Enterprise Institute, INC. Additionally, he holds Series 7, 66, and Life & Health licenses in Hawaii, California, Nevada, and Washington.
Taylor has a passion for seeing The Big Picture. He understands the day-to-day challenges of owning a business in Hawaii and he uses that knowledge to work with individuals and business owners to help create financial strategies for their success. In addition to consistently seeking knowledge for both himself and his clients, Taylor cherishes spending time with his wife and their three children.
Taylor's acknowledgment by Forbes highlights his commitment to his clients and profession. WestPac Wealth Partners takes pride in commemorating this milestone and anticipates Taylor's ongoing excellence in positively impacting the lives of those he serves.
To learn more about Taylor Wong's accomplishments and to view his complete profile on Forbes: https://www.forbes.com/profile/taylor-wong/?list=best-in-state-financial-security-professionals
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0I79525 | 6976897.1 Exp. 9/26
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.