Martin understands that each client has their own unique financial needs, and he is devoted to fully understanding their current financial situation. Martin is committed to making certain that good information, sound advice and a choice of solutions are provided. This process allows a client and their family to make informed decisions and reach the solutions that are best for their unique needs. Once deciding upon a financial direction, Martin often works with the client’s attorney and accountant in order to get a plan implemented. Providing this type of comprehensive planning has helped many clients get from where they were, to where they want to be, financially.
Martin Fong has been a Registered Representative and Investment Advisor Representative of Lincoln Financial Advisors Corp. since 1995. His focus and expertise lie in guiding executives, hospital professionals and all retirees, who seek his advice, through the ever-changing maze of retirement planning, estate planning and investment decisions.
Martin holds a Bachelor of Science degree in Finance from the University of Southern California. He has also earned the professional designations, Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Consultant (CRPC®).
Martin is an active member of the Society of Financial Service Professionals, the Financial Planning Association, and Lincoln’s Chairman’s Council*. He has also attained the respected title of Lifetime Member with Lincoln’s Resource Group**. The Resource Group is an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
The California Bay Area has been home to Martin all of his life. He grew up in San Leandro, currently resides in Alamo with his wife Rashell and their 4 children, Taressa, Mason, Lila and Brielle. He enjoys barbecuing for family and friends and supporting his kids on the soccer field, in addition to their many other endeavors.
Martin is frequently quoted in Yahoo Finance and is a sought after speaker for financial planning conferences nationwide for his knowledge of retirement distribution strategies.
Conversations about financial planning often focus on the accumulation of wealth. Account balances. Compounding interest, and Net worth. Personally, I believe what really matters cannot be shown on any graph or bar chart.
Sure, annual returns matter. We all want to see our portfolios grow. And our firm has a long track record of success helping our clients build and protect wealth over time. But there’s a big difference between having a life savings - and saving for life.
What I learned many years ago is that wealth is a means to an end. When my grandmother was growing older, she worried so much about her savings that she stopped fully enjoying her life. Instead of traveling or going out to dinner, she sat at home, afraid to spend money. It didn’t have to be that way.
Now my job is to help other people like my grandmother - people with real stories, dreams, and fears about the future. Easing those fears is the most important part of being a financial planner. When I can show clients, they are on track - that everything is going to be okay - and they smile with relief, that’s the true measure of success. That’s why I do what I do.
That’s what our firm, Acord & Fong Wealth Strategies, stands for. We care about our clients having a well-organized financial life, which allows them to have the freedom to enjoy life, and to have the capacity to give back to their communities. And to know that they have an experienced planner they trust to coach them and hold them accountable to their financial goals.
That trust is the true foundation of our firm. We value the client on a personal level. We know them as people. They are our friends and our neighbors. We take pride in serving them by explaining complex financial topics in simple, honest terms. That was the way we did business when my dad started the firm in 1975, and that’s the way we do it today. I work hard to put my clients on a path to financial security because I care about them. Like my dad, I did not become a financial planner to help people who just love money. I became a financial planner to help people who love life.
Born in Fresno, CA, Steven is known as the very first addition to the Fresno office for the Acord & Fong team. His joy as a Financial Planner originated from the experiences he had as a child. “As young kids, we are constantly learning life lessons. I was blessed with the predisposition to committedly study and apply the important lesson of how to become financially independent very early.” He then received his bachelor’s degree in Finance at Brigham Young University of Hawaii.
Steven believes that comprehensive financial planning that is carefully designed to his client’s needs is what is required to ensure that their goals are achieved. He finds the greatest feeling experienced in his practice is when he meets with his clients and they reflect on the many goals achieved from the initial conversations, strategies, and planning work implemented at the very beginning. “I do this because I truly am passionate about financial planning. I believe in helping people achieve their financial goals. Most importantly, I believe that those who seek proper guidance should be rewarded. They deserve a financial planner who truly cares about improving their lives.” When Steven isn’t at the office, you may find him surfing, traveling, and spending time with his family. Steven is also fluent in Portuguese learned from his time in Brazil.
My career in the securities industry stared in 1994 with Kennedy Cabot in Beverly Hills California. In 1998 I made a move to Fresno California to accept an operations position with Everen Securities. I worked for Everen Securities as an Operations Specialist through two mergers. After the second merger with Wachovia Securities I was promoted to a new position as a Sales Assistant. In 2008 after working as a Sales Assistant during the day and a Manager at UPS at night I decided to move on. I was offered a position as a Financial Advisor with Wachovia Securities. I accepted the position and immediately went into the training program. Our class consisted of 94 men and women. Out of our class of 94 I am one of 3 that are still Financial Advisors to this day. I had great success out of the gate. I was awarded the prestigious Albert Gallatin award in my first year. I also was able to obtain my Chartered Retirement Planning Counselor designation (CRPC) in my first year.
In 2019 I was presented a great opportunity to join the Accord and Fong Wealth Strategies team of Lincoln Financial as the Fresno Branches Senior Financial Planner. I accepted this position and am currently enjoying everyday here helping all our clients meet their financial goals.
I remember back when I started college, I really had no idea what career path I should take. I recall hearing that on average, about 80 percent of students in the United States end up changing their major at least once. Thankfully, for me, I lucked out with picking a double major in Finance and Decision Sciences.
During my second year of college, my parents pointed me towards their financial advisor, Julie, to have a conversation with her about financial planning as a potential career to pursue. My parents were both in the medical field: My mom was a registered nurse and my dad was a pulmonary physician running his own practice. On top of that, they were also occupied with raising me and my three older sisters. Consequently, they didn’t have a lot of time to focus on their finances from a holistic view, and they met Julie at the hospital when my dad was finishing up residency. Thirty years later, my parents are now retired, and Julie is still with them to this day.
Being able to hear about the relationship’s advisors like Rod Acord and my parent’s advisor have built over the years by helping people reach their goals and aspirations over time was inspiring. I later decided to intern with Merrill Lynch in their advisor development program during my junior year which solidified my goal of becoming a financial planner.
I joined Lincoln Financial Advisors once I graduated from San Francisco State University and have been with Acord & Fong Wealth Strategies ever since. I remember Rod telling me on my first day, “Collin, if you just have the mindset of helping people in this business, you will be successful.”
Being on a team that has been in the business since 1975 and shares the same values as myself is invaluable. Rod & I both have the same mindset of working in this business to help people get on track so they can enjoy life. We see our clients as people and want to get to know them on a more personal level so we can make the right recommendations specifically catered for them.
Gibran Le has been with Acord & Fong Wealth Strategies and Lincoln Financial Advisors since 2016. He believes that his experience as a first-generation Vietnamese American has developed his passion to help others achieve financial independence. Gibran has witnessed, first-hand, the importance of sound decision making in personal finance. He stresses that key decisions can catapult you closer to or further away from your financial goals. Gibran realizes that many of his clients are at different stages of life. Whether his clients just graduated from college or are planning for retirement, he is curious about their goals and objectives and believes that thorough planning can help his clients achieve their goals.
Gibran is an alum of the University of California, Berkeley and holds his Chartered Retirement Planning Consultant designation. Away from the business, he enjoys snowboarding, working out, eating, and spending as much time as possible with his family.
Jordan Murray is one of our partners. He grew up in the East Bay and graduated from Westmont College in 2010 and started with Lincoln in the same year. Jordan began his career immediately as a financial planner and has risen to become a partner in the practice.
As a Certified Financial Planner, Jordan maintains a fiduciary standard with his clients and is held to the higher CFP® standard of ethics. Jordan works mostly with retirees and small business owners primarily through personal introductions from existing clients.
Jordan and his wife, Jennifer, currently live in Danville with their two little boys. He enjoys hiking and biking on the local trails, spending quality time with his family, and tinkering with his many hobbies in the garage.
Nancy’s passions are problem solving and helping people make their dreams of financial independence come true. Thirty years as a tax and financial advisor taught her that every client’s values, goals and beliefs about money are unique. “Everyone’s story is different. You have to understand someone’s story to help them move forward in a way that is right for them.”
Nancy has a BA in Finance and MBA in Financial Planning. She is an Enrolled Agent, with Series 7 and 66 securities registrations and California insurance license (0E71106). Her other obsessions include caring for our oceans, kayaking and writing.
Louis Romero III is a Financial Planner working with the Acord and Fong Group since 2018. Louis has been in the Financial Services industry since 2006, when he began his career working in Boston, MA. He currently services health care facilities and hospitals in Napa, Santa Rosa and the greater Bay Area and Peninsula. He is currently working toward his CFP certification. Louis loves the community Financial Planning has provided. He, along with his two young boys, train in Brazilian Jiujitsu, where this sense of community thrives. Louis and his wife grew up in San Francisco are big sports fans and weekend hikers, with their boys. His serve first frame of mind, along with the Acord and Fong proven planning process, has proven invaluable to his clients’ success in meeting their life goals.
Aaron bio here...
Andrew is a Financial Professional Trainee based in the Fresno office. He Joined the Acord and Fong team in January 2021, where he assists both the Fresno and San Ramon advisors. He got his passion for saving, planning, and investing, at 10 years of age during the 2008 financial crisis, where he made his first investments. Andrew has a passion for helping others and is on track to become a Financial Planner to assist others with their financial goals.
Outside of Acord and Fong, Andrew is a part-time Firefighter for the Madera County Fire Department. He serves as the Training Lieutenant and Treasurer for his station. In his free time, Andrew enjoys being outdoors. His favorite activities include, camping, fishing, white water rafting, and riding dirt bikes.
Marissa is the newest member of Acord and Fong Wealth Strategies, joining us in April 2021. Marissa will serve as the Practice Manager for the Fong Team, coming from a diverse background but focused around helping others and working to build a team. Marissa is a Bay Area native and currently resides in Dublin with her husband, Michael and their three children, Logan, Jacob and Kennedy.
Lelanie is the Lead Business Processor and Operations Lead for the Fong Team. She handles all new business applications, preparation, account rollovers and transfers as well as team roles and processes. Lelanie joined the team in November of 2015. With a strong work ethic and demeanor, Lelanie knew that she wanted to work in the financial field and see her professional growth. Lelanie is passionate in her work ethic and attention to detail.
When Lelanie is not in the office, she loves spending time with her family and friends.
David graduated with a B.A. in Psychology from the University of California Davis, and continued his education in finance and economics. Wanting to learn and help his family, friends, and others reach their financial goals, he joined Lincoln Financial in 2018 as a Customer Service Associate. In 2019, he joined the Acord & Fong Team as our Business Processor! He assists the San Ramon and Fresno offices with preparing application paperwork, establishing accounts, confirming accounts are funded, and updating client information. David has passed the California Life/Accident & Health exam, and is studying to take the SIE and Series 7 exams with the goal of becoming a Financial Advisor. Outside of the office, David is passionate about sports, spending time with family and friends, cooking, and exploring new places and restaurants.
Barbara’s been with the Acord Team for 14 years and played a myriad of roles. She loves this industry because of the great opportunity to impact peoples’ lives. Barbara has a broad base of knowledge and experience from which to draw upon, with over 35 years of experience in multiple business disciplines.
Though she’s often in the background, Barbara finds joy in providing an office space that is welcoming, comfortable and functional to both our team and clients. Sometimes meeting with a planner can be stressful, so providing this environment allows the client to relax and focus without distractions.
When Barbara’s not in the office you’ll find her hanging out with her husband and golden retriever or studying, teaching or practicing Pilates.
Joy joined our team as a part-time planner assistant in 2006. She loves people and enjoys connecting with our clients. Outside of work, she loves doing home projects, scrapbooking and being active in her church.
Ally is the Planner Assistant for the San Ramon office. As the Planner Assistant, some of her responsibilities include scheduling and confirming appointments, preparing letters and documentation, as well as coordinating meetings and workshops. In her free time, she enjoys traveling, the outdoors, sports, working out and spending time with her family and friends.
B.A in Psychology with a Minor in Industrial/Organizational Psychology
Carolyn has always had a knack for numbers and organization. She still remembers her high school locker combination (sad but true). What we do at Acord & Fong Wealth Strategies is so much more than numbers. Its about peoples lives, dreams and hopes for their future and how we can come along side of them and help them organize their financial life. As practice manager for Rod Acord Carolyn gets to combine her knack for numbers and desire to serve people. Carolyn’s responsibilities include managing and executing the practice’s Client Service Model, as well providing ongoing support for internal operations and procedures. Carolyn strives to ensure that all clients are handled with the utmost care and professionalism.
Carolyn is a native of Fairfield, CA where she resides with her husband Matt and two daughters, Lauren (soon to be at UC Irvine) and Katie. Outside of work Carolyn and Matt actively serve at their church. Carolyn likes to spend time with her family, and travel whenever and wherever possible.
Lea is our Project Specialist which means she handles our Pop-Up Projects and sees them to the end. She also is our numbers person, tracking the ins and outs of team goals. She has been with Rod and Martin for over 20 years! Why change when you’re doing something you love? This team continues to evolve and learn and provides a challenging yet fun loving place to call your home-away-from-home.
One of her favorite quotes is: "To succeed, you need to find something to hold on to, something to motivate you, something to inspire you." Tony Dorsett
Taressa Soto grew up in the San Francisco, Bay area. She recently graduated from The University Of Arizona in 2020 with a BA in Business Management. Taressa Is a Financial Professional Trainee with the Acord and Fong group at Lincoln Financial Advisors. She is excited to pursue a career in Financial Planning. Through her immersion into the financial services industry during a college internship she had a realization, she enjoyed the idea of guiding and educating others to meet their financial goals. Many times, improper wealth management serves as a barrier for families, opportunities, and dreams. Through her experience she saw how something that seemed to be very complex, could be quite simple. She believed that helping others with their finances is a beginning to making a difference in many people’s lives. Currently, she assists the Acord and Fong team with client relations and report projections while working on her financial planning certifications to be completed in 2021. She looks forward to working with you as an extension of your family to help you realize your financial dreams.
Sheila has 20+ years in customer service experience. She joined the Fong Team in 2018 as our Customer Service Associate and is excited to continue to learn and grow with her co-workers. With a smile, she assists with client request, processing forms and helps with answering questions. She has lived in the California Bay Area all her life and is proud and amazed by the beautiful scenery, diversity of cultures and countless events to partake in. Her free time is spent with family and friends. Sheila loves to travel. She also enjoys festivals, live music shows and sporting events.
Sarrina joined the Acord and Fong team in June 2020 as a Financial Professional Trainee. She is currently a student at Saint Mary’s College of California, she will be graduating in May 2021 with a degree in Business Administration concentrating in Finance and Economics. Throughout her time at Saint Mary’s, Sarrina maximized the possibilities presented to her by studying abroad in Rome, as an athlete for the Women’s Lacrosse team, and a student apart of the Dean’s Honor Roll.
Long before Sarrina was introduced to Lincoln Financial her parents were Clients. Sarrina’s interest in Finance and desire to help Clients similar to her parents drove her to join our team.
Jasmine is a Planner Assistant for the Fairfield office, having joined the Acord & Fong team in 2020 shortly after graduating from college. Her duties include processing business, providing customer service, and prepping client meetings. She is also in charge of our social media presence. In her free time, she enjoys spending time with her family and friends, serving at her church, working out, and exploring new restaurants.
Jennifer is an Investment Operations Specialist for the Fong Team in San Ramon and Fresno. She handles all client service documentation, new applications, paperwork preparation, withdrawal requests, travel arrangements and life insurance applications. Jennifer joined the team in April of 2017. Coming from a background in Financial Aid, she loved working in finance and wanted to be in a more personable, family-oriented environment. Jennifer is passionate about treating all clients like they are family, building trust and a foundation for our firm to work with families from generation to generation. When Jennifer is not in the office she enjoys hiking, running and being an active mom with her son.