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Greg Tong, CIMA®

Greg Tong, CIMA®

Managing Partner

  

Greg Tong is a Managing Partner at KMG Wealth Management and 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 unique and well-thought-out plan that helps meet their specific needs.

He initially joined the financial services industry after growing up in a traditional Asian family where charity towards one’s community was a top priority. Greg grew up watching his father run a successful business, however, what he remembers the most is his father’s dedication to giving back and helping others succeed in accomplishing their goals. Greg embodies this selflessness and strives every day to display his own passion for helping others throughout the financial planning process.

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.  Greg enjoys traveling the world and is an avid runner having completed 9 Chicago Marathons and counting.

 

Professional Licenses:

  • Life & Health Insurance License
  • Series 7
  • Series 66