William Fok

William Fok has been in the Investment advisory business for over 8 years. After gaining a foundation in the services and products through Merrill Lynch, William has chosen to embark on a separate path to further his goal of helping clients achieve their financial goals through a broader assortment of financial investment vehicles and additional financial education for his clients.

William has a passion for helping clients achieve their financial goals by first assisting clients to gain additional financial education and understand what they are investing in. By helping clients to marry their life goals and financial targets with the resources they have, William can help clients forge a path to help them advance towards their financial goals. If goal is to be financially comfortable, achieve certain financial targets, acquire certain financial milestones; William and the team can help you craft a plan to move towards these individual goals.

After retiring from a productive career in the Telecommunication industry, William wanted to share the financial experiences, both good and bad with the next generation.