About Us

Karen Hay Wan Wong

Financial Consultant
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 Equitable Network LLC, an insurance-brokerage affiliate. I am an investment advisor representative of Equitable Advisors, LLC and an insurance agent of Equitable 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 Equitable 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.

 

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 0M55912

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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