Founder
Cheryl Wong

Cheryl Wong brings twenty years of financial advising experience and passion for Silicon Valley entrepreneurs, professionals, and philanthropists. As a Vice President at Comerica Wealth Management, Cheryl served as a senior partner in the company’s top-performing Silicon Valley team, personally managing accounts for public companies, municipalities, and family foundations. She was also a founding member and chair of Comerica’s Western Market Women’s Initiative, organizing sold-out events to bring investment information to women across California. More recently, Cheryl was the Director of National Product Solutions at CONCERT Wealth Management.

Cheryl serves on leadership boards for the Northwest YMCA and the University of San Francisco’s Women in Leadership & Philanthropy initiative. She actively participates in other local organizations including the San Francisco 49er Academy, the YWCA, and the 100 Women Charitable Foundation. A Silicon Valley native and graduate of the University of San Francisco, Cheryl is married and the proud mom of two.