Every investor is unique. With over 90 years of financial planning experience Acord & Fong is uniquely qualified to offer complete solutions to help you grow, protect and transfer wealth. We'll help you make wise financial decisions and partner with you to help you stay the course as you reach your financial goals.
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While there's no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help individuals and families confidently prepare for all the what if's. (View security policy)
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To date we have helped over 3,000 families achieve financial independence and retire with confidence, while also creating generational wealth for their future. We can help you too.
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Acord & Fong Wealth Strategies is a comprehensive financial planning company that services clients throughout the Northern California Bay Area. With over 90 years of financial planning experience on our planner team, we are uniquely qualified to provide our clients with clarity and solutions that meet their needs.
Our process-structured practice, allows us to focus on our client’s needs and make complex situations simple to understand. It also affords us the ability to leverage each team member’s talents. It is a privilege to serve our clients and we take that responsibility very seriously. Each member of our team is committed to the values of integrity, honesty and exceptional customer service. We believe that long-term relationships are more important than short-term gains.
RADNOR, Pa. (BUSINESS WIRE), May 13, 2021 - According to Lincoln Financial Group’s (NYSE: LNC) Monthly Consumer Sentiment Tracker, Asian Americans (37%) are most worried about lost income from layoffs and reduced employment hours as a result of COVID-19—a fear that is not unfounded in a population hit especially hard by the economic crisis. A McKinsey & Co. analysis reported the unemployment rate among Asian Americans jumped more than 450% between February and June 2020, outpacing the rate of other ethnic groups. Almost a quarter of employed Asian Americans work in sectors hit hard by the pandemic like hospitality and leisure, retail or industries like personal care, according to a July 2020 UCLA report that also noted 28% of Asian American small businesses closed between February and April 2020.