Daniel Chong, CFP®

Wealth Advisor
Toll Free:

Client Services Specialist

Rochelle Jornacion

Phone: 949-428-0450

Daniel Chong is a Wealth Advisor (Series 65) at Index Fund Advisors, Inc. as well as Investing for Catholics. He has more than eleven years of experience in the industry as an advisor and is a Certified Financial Planner (CFP®).

Daniel specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Daniel understands that not all clients share the same knowledge regarding the investing process. He skillfully identifies clients' needs and educates them about the benefits associated with a passive investment strategy—creating peace of mind as well as a comprehendible financial solution to assist clients in reaching their financial goals.

Daniel earned his undergraduate degree in Psychology from the University of California, Los Angeles.

Certified Financial Planner™ (CFP®) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. (CFB Board).

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity