How I can help you

With many years of experience running my own insurance agency, I help small businesses with the best insurance solutions that protect their interests and meet their needs. For very busy entrepreneurs, I am more than just an insurance agent, but a trusted advisor, allowing them to focus on growing their business knowing their insurance needs are met. I educate businessowners in the importance of getting the right type of coverage so they can focus on what matters: generating revenue, making sales, and living their dream. I can also help in the areas of business plan creation, technical marketing, and business finance. When time and money are scarce, I can help streamline and simplify processes to help grow your business. I also have a background in real estate and financing. I can help and share best practices in buying real estate as well as financing. My background is in software testing and engineering, but my past experience in various startups has led to lots of experience wearing many hats working with small teams (or a team of one!). I have done the initial product marketing and advertising for hardware and software products and managed teams, budgets, and many back office responsibilities.

Areas of Expertise

  • Accounting & Finance
  • Management & Operations
  • Marketing
  • Strategy Development
  • Technology

Industry Experience

  • Accounting & Tax Services
  • Professional Services
  • Real Estate

Wallace Wong

Communication Methods

  • In Person
  • Phone
  • Video