Broker Check
Keith C. Bong, CFA, CPA

Keith C. Bong, CFA, CPA

Investment Advisor

Keith Bong has over 30 years of professional investment and financial experience, spanning both international Fortune 500 companies and domestic small businesses. Prior to teaming up with Sidoxia in 2014, his employment history included stints at SK Corp., American Tape Co., and Merrill Lynch (1987 – 2001), as well as the management of his boutique investment advisory and professional services company (2002 – 2014).

In addition to holding the CFA Charterholder and CPA designations, Keith graduated with an MBA from Columbia University with a concentration in finance and accounting. He also has a BA from UCLA with a double major in economics and political science.

Keith’s functional experience includes mergers and acquisitions, financial planning and analysis, strategic planning, sales and marketing, and business process outsourcing. He has also taught more than 1,000 college students in undergraduate finance courses over the last ten years for the University of Phoenix.

While his work experience and education is broad, his passion and joy in following the securities markets is what brings most value to his clients. His personal interests include jogging, reading, and traveling the world. Keith lives with his wife and son in Irvine, California.