David Chong, CFA, CFP®
David is the founder and president of Oaktree Wealth Group Inc. He strives to help each of his clients maximize the financial legacy that they have. He strongly believes that one of the ways that people leave a legacy is through the wise use of their financial resources. According to David, “It is with our financial resources that we provide opportunities for our families, support the causes that are dear to us, build up our communities, and live the life we want.” To this end, David specializes in helping successful professionals and business owners to protect, grow, utilize, and pass on their wealth to future generations.
David has always had a passion for personal finance. Even before becoming a financial adviser, he had a deep interest in investing and economics. As a financial professional, he combines his extensive knowledge of financial concepts with his ability to hear and understand the ambitions of his clients. The result is an integrated approach which leads to financial balance for his clients during the changing stages of their lives. People choose to work with him because he demonstrates sincerity, excellence, and reliability.
He graduated from U.C. Santa Barbara in 1994. He then received a Master’s degree from Biola University. David completed the rigorous training requirements to become a CERTIFIED FINANCIAL PLANNER™. He is also a Chartered Financial Analyst. Fewer than 1% of all financial advisers in the United States have been awarded both of these prestigious designations. Prior to founding Oaktree Wealth Group, he was an adviser with a Fortune 500® financial services company. He was named as a Five Star Wealth Manager by Orange Coast Magazine in 2013, 2014 and 2015.
David is married to Helena, and together they are blessed to have two beautiful, active, and fun loving kids (Kristen and Nathan). Together they live in Fullerton, CA. A typical weekend for the Chong family is filled with soccer, baseball, play dates and church. David enjoys various hobbies such as golf, fishing and running, but above all, he loves being a husband and father. He finds deep satisfaction in seeing his wife and children flourish and knowing that in some small way he has a part in this. Prior to becoming a financial planner, David was in full-time Christian ministry. Outside of his role at Oaktree Wealth Group, David is involved in his local church and other groups committed to building the community, such as local youth sports leagues.
David is proudly affiliated with these professional associations:
