Broker Check


Clients of Craig Wong and The Elite Financial Network, Inc. can receive the following:

  • The creation of a process designed to help them manage different financial objectives
  • An analysis of their investment and/or insurance plans to see if it suitable for their needs
  • The ability to create a retirement income strategy designed to help ensure they do not outlive their money
  • A comparison of their company's benefit plans to see if it is making fiscal sense
  • A review of their personal budget planning
  • A better understanding of where they are, financially speaking, today and what improvements they may need to make in the present and in the future

Through my association with LPL Financial, I have access to a diverse array of financial products. LPL Financial has no proprietary products of its own. This means I am not constrained by any corporate influences and I am free to select those products and services that can better address the needs of my clients.

In addition, I am separately licensed as a fully independent Life, Health, and Disability Insurance Agent. (California Insurance License #OB29054) I have access to a variety of insurance products to help support the risk management piece of an overall plan.

Some products offered directly or through associated companies:

  • Tax Free and Tax Deferred Investments*
  • Traditional and Roth IRA's
  • Business and Group Retirement Plans
  • Business and Group Insurance Plans
  • College Education Planning and 529 Plans
  • Mutual Funds*
  • Annuities
  • Stocks and Bonds*
  • Alternative Investments
  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Business Continuation Planning
  • Estate Planning
  • 401(k) Plan Review