About Us

Karen Hay Wan Wong

Financial Consultant/Retirement Planning Specialist
At Retirement Group Retirement Planning Specialist
Phone: (703) 205-0337
Mobile: (301) 404-5639
Fax: (703) 207-0942

As an experienced financial professional and a veteran in the Greater Washington community, I am dedicated in helping individuals and businesses build their financial futures. I have over 30 years of experience in the insurance and financial services industries. From my years of experience, I have developed a customer-centric approach to my clients. Rather than recommending a random assortment of financial products, I help my clients set investment objectives that are tailored to their specific financial goals. I work with each client individually to help create a strategy before recommending appropriate products and services. Ultimately, I aim to help my clients reach their financial goal.

In addition to financial products, I also offer variable and traditional life insurance and annuity products from a variety of other companies through AXA Network LLC, an insurance-brokerage affiliate. I am an investment advisor representative of AXA Advisors, LLC and an insurance agent of AXA Network, LLC (NY, NY 10104). I am also a member of the National Association of Insurance and Financial Advisor (NAIFA). To stay on top of my field and further develop my professional knowledge, I have regularly attended industry trainings and certification programs. My training and certifications include:

• FINRA Securities Registrations: Series 6, Series 7 and Series 65

• The Life Underwriter Training Council Fellow LUTCF*

During my 30-years of tenure at the AXA organization, I was awarded many times for my excellence in customer service and outstanding performances. My awards include:

The Hall of Fame Medal for qualifying ten times in the National Leader Corps.

• Million Dollar Round Table (MDRT) Qualifying and Life Member, 2006

• Centurion Award, 2001

• Hallmark I Award, 2005

I received my BS in Chemistry from Beijing University, China. I value the importance of a strong community. My community services include:

• President (1998 to 2000), Beijing University Alumni Association at DC

• Excellent Alumni Volunteer for outstanding service, Beijing University Alumni Association

• Lifetime Advisor, Beijing University Alumni Association at DC

• Vice President (1998 to 2000), Beijing Association at DC

I am fluent in Mandarin, Cantonese, and English.

 

*LUTCF is a professional designation of The American College.

 

 

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

California Insurance License #: 0M55912

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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