At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Matthew Wong, CFP®, CPWA®, CEPA®, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, in Los Angeles, California. He offers strategic guidance to a select group of high-net-worth clients, including business owners and their families, who lead complex and sophisticated financial lives.
From helping grow a business, to maximizing its value through a sale, Matthew and his team can connect business owners to the resources and capabilities that align with their unique needs. Together, they help to design and implement tailored financial strategies in business succession planning, investment management, tax minimization strategies, philanthropic opportunities, and credit and lending solutions. Matthew is also adept in supporting the wealth management needs of business owners once they transition from business owner to private investor.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2016, Matthew served as a wealth advisor at JPMorgan Chase and Morgan Stanley, where he advised high-net-worth individuals and institutions on their investment and wealth management strategies. During graduate school, Matthew worked at KPMG Consulting and helped advise major financial institutions on their corporate strategy.
Matthew earned his bachelor’s degree in business administration from the University of California, Riverside. During his time as an undergraduate, he studied abroad at the Chinese University of Hong Kong. Matthew earned his M.B.A. from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® professional, and a Certified Exit Planning Advisor professional. He is fluent in English, Mandarin, and Cantonese.
Matthew currently serves as the Bank of America Asian Leadership Network Los Angeles and San Gabriel Valley Co-Chair and Mentor. Previously, he served as Chair and later Advisor to the Bank of America Asian Leadership Network Leadership Development Program. He is also a board member for the University of Southern California Asian Pacific Young Alumni Association.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.