Sidoxia Adds 25-Year Veteran to Team

March 3, 2014 at 10:59 am Leave a comment

NEWPORT BEACH, CA – (Wire-Business) – Keith C. Bong, CFA, CPA, has recently joined Sidoxia Capital Management, LLC (“Sidoxia”) as Vice President of Investments and Financial Planning. Keith brings over 25 years of experience to Sidoxia’s investment team, having worked as a Financial Consultant with Merrill Lynch, before founding the investment firm Topper Capital Management in Irvine, California.

Keith’s dedication to the financial planning field and his clients is evidenced by his impeccable credentials. In addition to achieving the esteemed CFA charterholder and CPA designations, Keith attained a Masters of Business Administration degree from Columbia University with a concentration in finance and accounting. Keith also earned a Bachelor of Arts degree from UCLA with a double major in economics and political science.

“We are truly excited to bring such a high caliber individual like Keith on board,” stated Wade W. Slome, CFA, CFP®, President and Founder of Sidoxia Capital Management. “We’re confident that Keith’s unique experience and knowledge will bring tremendous value to Sidoxia’s clients as our firm continues to expand.”

For over a decade, while managing his former advisory firm, Keith has worked closely with business owners, corporations, and individuals, assisting these clients with critical investment planning, tax planning, and financial planning goals.

“I believe my experience in building corporate retirement plan solutions meshes well with Sidoxia’s successful investment platform,” noted Keith. “I’m thrilled to join an independent firm like Sidoxia that places clients’ needs first, unlike some other financial institutions.”

To learn more about Sidoxia and Keith Bong’s background, please visit http://www.Sidoxia.com and reference the “Investment Team” section.

Click here to download a copy of the press release.

Plan. Invest. Prosper.

DISCLOSURE: No information provided here constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Please read disclosure language on IC Contact page.

Entry filed under: Announcements. Tags: CFA, CPA, Keith Bong, Sidoxia, Sidoxia Capital Management, Topper Capital Management, Wade Slome.

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