Phil Wong, CFA, CIPM

Phil Wong, CFA, CIPM is a mission-driven professional with a background in finance, coaching, and entrepreneurship.

With an MBA from Harvard Business School and a B. Sc. in Mechanical Engineering from Caltech, Phil has a strong educational foundation.

He has held significant roles in various organizations, including being an HBS Executive Coach at Harvard Business School, Co-Founder and CFO at Sevi Health, Principal at Korgo and PAAMCO Next Gen Technologies, Director at PAAMCO, and Associate at HSBC.

Phil is passionate about simplifying primary care and believes in data-driven decision making, portfolio diversification, and first-principles thinking for cross-generational investing.

His coaching expertise spans across startup founders, investment professionals, and career coaching, which he finds fulfilling and soul-enriching.