Sanglee Wong, CFA®, CFP®
Sanglee is a NAPFA-Registered Financial Advisor, Certified Financial Planner Professional, Chartered Financial Analyst Charterholder, and founder of Mercury Financial Advisors. She has been practicing fee-only financial planning in the Capital District of New York since 2012.
Born in Brunei Darussalam — situated on the northwestern edge of the island of Borneo, Sanglee has lived and worked in many countries. She received her BSc in Chemistry from Kings College, University of London and holds a Master’s degree in Economics from Okayama University, Japan.
She received training in personal financial planning through the College of Saint Rose and specialized training in financial planning techniques through the Alliance of Comprehensive Planners (ACP).
Before becoming a personal financial planner, Sanglee was a business and operational financial analyst at Intel Japan, an equity research analyst at Nikko Research, and an equity institutional salesperson at Nomura Securities International.
Sanglee tries to give back to the Community. She is a member of the Chinese Community Center where she was the comptroller, and created an after school cultural enrichment and educational program for the children. She does volunteer tax preparation for the indigent, and counsels students on college applications. In the past, she was a committee member at the Festival of Nations- a cultural heritage celebration.
She lives in Albany, NY with her husband, Rick who is a managing attorney for the State of New York in the area of social services. During their free time, they enjoy gardening, entertaining, yoga and home repair.
Sanglee, a Fee-only financial planner and advisor, is a Chartered Financial Analyst, and a Registered Investment Advisor in the state of New York. She holds a Master’s in Economics from Okayama University, Japan, and a B.S in Chemistry from Kings College, England.
Prior to becoming a financial planner, she worked as a self-employed trader for her own account. She also worked as a Financial Operations Analyst at Intel Japan, as an Equity Research Analyst at Nikko Research Center and as an Institutional Equity Salesperson at Nomura Securities in Singapore and New York City.
She is a member of the CFA Institute—a global community of investment professionals dedicated to promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
She is also a member of ACP – The Alliance of Comprehensive Planners—a community of fee-only financial planners focused on holistic planning strategies geared to help clients create true wealth.
She is trained in preparation of FAFSA and CSS Profile applications, and works closely with parents and students to outline a plan to pay for college.