Ph.D.
Economics
UC Berkeley, 1974
CPA Exam
Passed National
Exam in 1979
40+ Years
Helping people make
better financial decisions
400+
TV & Radio
guest appearances
16 Years
Writing local
financial columns
Tax Advisor • Financial Educator
Helping Arizona retirees keep more of what they worked so hard to build
Dr. Harold Wong has spent more than four decades helping people understand difficult retirement and tax decisions. His work combines academic economics, practical tax knowledge, and the patience to teach - not pressure - people througn major financial choices.
His specialty is advanced retirement and tax planning for people who want to reduce lifetime taxes, create dependable retirement income, and protect their savings from risks they may not see coming.
"My mission is simple: give retirees clear strategies, explain the tradeoffs, and help them make informed decisions with confidence."
- Dr. Harold Wong
A different kind of guidance
Education first. Careful analysis. No Wall Street hype.
Strategy sessions help you understand your choices before you make a decision.
Tax-Smart
Planning
Evaluate Roth conversions and other strategies by looking at lifetime taxes – not merely this year's tax bill.
Reliable
Income
Explore ways to turn part of your savings into steady retirement income you cannot outlive.
Protect Your
Nest Egg
Prepare for market losses, inflation, medical costs, and longevity.
Independant
Education
We do not sell stocks, bonds, mutual funds, variable annuities, or other Wall Street securities.
Experience that can be explained
A career build around making complex ideas understandable
Long before financial education became common online, Dr. Wong was answering real questions from television viewers, radio listeners, newspaper readers, and seminar audiences.
That teaching backaround still shapes every client conversation today. He expects people to ask questions, compare alternatives, and leave each session understanding something important they did not know before.
1974 - Ph.D. in Economics, UC Berkeley
Advanced academic training became the foundation for his economic opportunity cost/benefit analysis.
1979 - Passed the National CPA Exam
Tax knowledge became central to his work with retirees and business owners.
400+ television and radio appearances
Guest expert on tax and financial topics for cumulative audiences of more than one million people.
16 years of local financial columns
Wrote for The Arizona Republic's community section and continues writing for East Valley newspapers.
National Speakers Association member since 1980
One of a small number of active worldwide members with more than 40 vears of membership.
What You Can Expect
A strategy session – not a sales presentation
Dr. Wong takes the time to understand your retirement income, taxes, assets, concerns, and dreams berore discussing possible strategies.
- Clear explanations in plain language
- Analysis tailored to your circumstances
- Time to ask detailed questions
- No cost and no obligation for the initial strategy session
Ready to keep more of what you've earned?
Meet with Dr. Wong at his Chandler office.
