Steve Kwong

Steve Kwong is a Senior Wealth Management Advisor and Vice President at Merrill Lynch’s Costa Mesa office, where he has served since 2008. With 16 years at major financial institutions and seven years of commercial banking experience, Steve offers expertise in wealth transfer, exit strategies, and diversification for business owners and executives. A third-generation Southern Californian, he learned client service working at his father’s Chinese restaurant. Steve holds a Bachelors in Finance and an MBA from USC’s Marshall School of Business. He lives in Newport Beach with his wife and four children; his oldest son graduated from Stanford on a football scholarship. Steve is dedicated to positively impacting his clients’ lives, connecting people to enhance relationships. His business model focuses on premier service and customized wealth management for corporate executives, family business owners, real estate developers, entrepreneurs, non-profits, and professionals. His services include managing concentrated stock positions, executive stock options, corporate retirement plans, wealth transfer, trust and estate planning, business transition advisory, and portfolio management.