Justin Kwok

Justin joined Rockefeller in May of 2024 after servicing clients at Morgan Stanley since 2017.  He began his financial services career in 2006 at Wells Fargo Bank in private banking and continued into wealth management at HSBC Bank.  Justin is invaluable in helping to meet the service needs of clients.  Justin will be involved with the implementation of our client service model, assisting Cassidy with account administration, financial transactions, and preparing client reports and day-to-day operations.  Over time, Justin will effectively interact with other service areas in the handling of inquiries, tax reporting, and ongoing relationship communication and management.

Justin earned a bachelor’s degree in business management from San Francisco State University and has earned his Series 7 and 66 licenses.  He currently resides in San Bruno with his girlfriend. Justin enjoys traveling and finding new restaurants in his spare time.  He aspires to travel all the continents.  He is also a big NBA fan and enjoys playing basketball.