Margot Kong

If you are too busy to manage your investment portfolio effectively on your own, then you are likely too busy to plan your own amazing holidays. Allow me to be your personal vacation advisor and travel shopper. Much like you would meet with an investment advisor (which I used to be) to create a financial plan, I will sit down with you to map out your short-term and long-term travel goals and, together, we will create your travel plan. Taking advantage of my extensive industry connections (developed over nearly 2 decades) and personal travel experiences, I will then execute that plan and help you meet – no, exceed – your vacation goals and expectations.