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Appointment Times

Tuesdays 9:00am - 6:00pm

Wednesdays 9:00am - 4:00pm

Thursdays 9:00am - 6:00pm

Please call at (650) 349-2274 x134 or email khom@wradvisors.com to schedule an appointment.

What documents should I bring to the meeting?

Please allow 48 hours notice before rescheduling any appointments.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

This site is published for residents of the United States only. Financial Advisors of Waddell & Reed, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762.

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Brian Wong, CFP®, ChFC

Appointment Times