PROFESSIONAL PROFILE
Benjamin W. Wong
www.viewpointfn.com
Professional Approach
A big part of what I do as a financial advisor involves making sure that clients feel that we are serving them on their own time and in a way that allows them to find comfort with what can at times be a very scary part of their lives - their finances. This is the model that I have established for our firm and this philosophy guides how we interact with each other, as well as our clients and all others involved in our process.
Our approach is also distinguished by its emphasis on efficiency. In an industry that is notorious for making things more complex, we strive to simplify processes for our clients, creating an experience this is highly personalized and simply put, uncomplicated.
PROFESSIONAL ACCOMPLISHMENTS
AWARDS
Five Star Wealth Manager Award Winner 2012-2019
Women's Choice Award® 2019
Financial Times FT 400 Financial Adviser, 2018-2019
ACCREDITATIONS
. CERTIFIED FINANCIAL PLANNER™ practitioner
. Accredited Investment Fiduciary™
· Masters of Business Administration, Finance
· FINRA Series 7, 24, 51 and 63 registrations held through Commonwealth Financial Network
· CA Insurance License #0659837