Kerrie Wong

Helping clients turn income into long-term wealth through real estate, tax-efficient thinking, and disciplined investment strategy.

I’m a Realtor®, CPA, and real estate investor with experience spanning Wall Street, life sciences, corporate finance, and hands-on property ownership and development. My work sits at the intersection of institutional financial thinking and real-world real estate execution.

I specialize in helping professionals and first-time buyers make clearer, more informed housing and investment decisions—so they can build long-term wealth with confidence and structure. This includes translating complex financial concepts into practical decision-making around real estate, taxes, leverage, and long-term planning.

My approach is grounded in both my professional background at JPMorgan and Bank of America and my experience as a real estate investor actively involved in sourcing, evaluating, and managing residential investments. I’ve seen how even highly capable professionals can feel uncertain when it comes to major housing decisions, which is what led me to focus on bringing clarity, discipline, and structure to this process.

I also place strong emphasis on helping clients think beyond transactions—toward long-term financial outcomes shaped by better use of income, tax strategy, and real estate as a wealth-building tool.

As a first-generation college graduate, I learned early how financial decisions shape the trajectory of a family. That perspective continues to guide my work today.

My mission is to help individuals and working professionals build financial confidence and long-term freedom through smarter housing decisions and disciplined investment thinking.

I share additional thoughts on real estate, housing decisions, and financial strategy on Instagram: @ThatCPATurnedRealtor