Kevin H. Fung, CFP®
Senior Vice President – Wealth Management
Senior Wealth Advisor
CA Insurance License # 0E31398
- Phone: (510) 217-5855
E-Mail: kevin.fung@citi.com
2420 Santa Clara Ave.
Alameda,
CA
94501
2420 Santa Clara Ave.
Alameda,
CA
94501
- Financial Planning
- Retirement Planning
- Portfolio Management
- Estate and Legacy Planning
- Insurance and Wealth Transfer
- Multigenerational Family Planning
- Mandarin
- Cantonese
Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
About Kevin H. Fung
As a Senior Wealth Advisor for Citi Personal Wealth Management, Kevin Fung is committed to helping clients achieve their financial goals with clarity and confidence. Leveraging over 25 years of experience in banking and wealth management, he looks at a client’s total financial picture, with a focus on accumulating wealth, protecting what they’ve built and preserving it for their heirs.
As a CERTIFIED FINANCIAL PLANNER® professional, his mission is to create a flexible plan that will evolve with a client’s life, including defining and prioritizing their situation and goals and developing and implementing a strategy to achieve those goals.
As part of a client’s Wealth Team, Kevin works with a Wealth Relationship Manager to address banking and lending needs.
Prior to his current role, he was a Senior Wealth Relationship Manager at HSBC.
Kevin earned a Master of Science in financial planning from Golden Gate University. In addition to his CFP designation, he is licensed with FINRA Series 7 and 66 and has a California Life Insurance License.
Originally from China, he brings strong technical expertise and cross-cultural awareness to his role. He is fluent in Cantonese. Outside of work, Kevin enjoys traveling the world via cruises with his wife and daughter.