Daniel  Chong

Daniel Chong

| CFP®

Index Fund Advisors

(949) 596-8488

Contact Me

www.ifa.com

Fee-Only Financial Planner serving the Irvine, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Socially Responsible Investing
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

Visit Us

19200 Von Karman Ave
Ste 150
Irvine, CA

Daniel Chong is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Daniel Chong is a Wealth Advisor (Series 65) at Index Fund Advisors, Inc. as well as Investing for Catholics. He has more than eight years of experience in the industry as an advisor and is a Certified Financial Planner (CFP®).

Daniel specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Daniel understands that not all clients share the same knowledge regarding the investing process. He skillfully identifies clients' needs and educates them about the benefits associated with a passive investment strategy—creating peace of mind as well as a comprehendible financial solution to assist clients in reaching their financial goals.

Daniel earned his undergraduate degree in Psychology from the University of California, Los Angeles.