Calvin Kong

Financial Advisor
Managing Director
The Kahn and Kong Group
A financial advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 1 reviews

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website.

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

Events

Retirement Planning Panel Discussion

In light of recent market volatility, please join us for a special retirement planning presentation and discussion call on Wednesday, July 8, 2020. Wednesday's call will feature the following presentation:

Followed by a panel of experienced speakers that will be available to answer your retirement planning concerns. The speakers will include,

  • Bill Considine – Regional Vice President, Retirement Plans Consultant, Ameriprise –Social Security
  • Mark Brownstein – Director of Medicare and Risk Management at Emerald Medicare -Medicare
  • Steve Swistak – Regional Vice President at RiverSource Annuities - Personal Pension
  • Derek Swanner – Regional Vice President, Wealth Management Solutions at Ameriprise - Portfolio Risk Analysis
  • Rich Rothenberger – Regional Vice President at RiverSource Life Insurance Company - Estate Planning

We hope you’ll join us for this opportunity to gather the answers to any questions you may have.

View all events
Newsletter

to receive my newsletters and other financial and market information

My videos

6 videos
close
Now Playing
view my video
 
The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

Now Playing
view my video
 
Midyear insights: What may be next for the markets and economy?
Midyear insights: What may be next for the markets and economy?

Hear insights on year-to-date market and economic drivers, and key indicators to watch through the rest of the year. (23:53)

Now Playing
view my video
 
Tax diversification: How to keep more of your money
Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)

Now Playing
view my video
 
The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

Now Playing
view my video
 
The value of lifetime income
The value of lifetime income

Watch this story about a woman who is living the retirement we all dream of, with the confidence and security from her RiverSource annuity. (3:58)

Now Playing
view my video
 
Personalized advice for your unique goals
Personalized advice for your unique goals

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)