Our associates:

Dolores Kong, CFP®, EA, Senior Vice President
Phone: (617) 896-3573  Fax: (617) 227-5505 | dkong@e-winslow.com
Location: Boston – Headquarters | Directions

Form ADV Part 2B

You may have seen Dolores listed as a Five Star Wealth Manager in Boston Magazine, or heard her host her own personal finance radio show, “Dollars & Sense with Dolores Kong.”

A CERTIFIED FINANCIAL PLANNER™ professional and personal finance journalist, Dolores has also appeared on CNBC, New England Cable News, and Boston-area television stations such as Channel 7 and Channel 5. She is a Pulitzer Prize finalist in public service and George Polk Award winner from her previous career at the Boston Globe.

Listed as a Boston Magazine Five Star Wealth Manager from 2010 through 2017, Dolores has also been named a Top 10 Financial Professional by readers of Women’s Business Boston.

An accomplished public speaker with a thriving financial planning and investment advisory practice, Dolores is also an Enrolled Agent, a federally licensed practitioner with special competence in tax matters as defined by the Internal Revenue Service.

She is a member of The Boston Club, an organization of senior executive and professional women. She has also served as treasurer of the Barnard Club of Boston and the New England chapter of the Asian American Journalists Association.

Dolores and her husband Dan are co-authors of Hiking Acadia National Park, and Best Easy Day Hikes, Acadia National Park, both published by Falcon Guides.. They enjoy hiking, jogging, and cross-country skiing together. They have been inducted into the Appalachian Mountain Club’s New England Four Thousand Footer Club and the New England Hundred Highest Club, in recognition of their hiking the region’s tallest peaks. They are also members of the Adirondack 46Rs and the Northeast 111ers, joining other hikers who’ve climbed the area’s mountains that are 4,000 feet and higher.