As seen in
San Francisco East Bay Five Star award winner
Front row: Mindy Hedges, Operations Specialist; Matt Wong, IT, Client Service Associate; Adele Yen, Executive Administrative Assistant; 2012-2020 Winner Benjamin Wong, CFP®, AIF®, MBA, President; Andrew Sides, Financial Advisor; Second row: Anthony Marcelino, Financial Planning Associate; Shabina Rafiq, Director of Operations; Theresa Cross, Marketing Coordinator; Third row: Shawn Sandoval, CFP®, Director of Business Development; 2020 Winner Ankit Shah, CFP®, Senior Financial Advisor; Nick Violante, Client Service Associate; Julie Cobb, Financial Planning Associate
Benjamin W. Wong
Viewpoint Financial Network
2021 Five Star
Wealth Manager
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Ten-Year Winner

Benjamin W. Wong
Viewpoint Financial Network

  • Five Star Wealth Manager award winner, 2012 – 2019


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The Financial Professionals of Viewpoint Finanancial Network , are Registered Representatives and/or Investment
Adviser Representatives with/and  offer securities and advisory services through Commonwealth Financial Network,
Member, registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of (AZ,CA,CO,CT,FL,GA,HI,IA,ID,IL,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,NJ,NV,NY,OH,OR,PA,SD,TN,TX,UT,VA,VT,WA,WV)                                  

No offers may be made or accepted from any resident outside these states due to various state regulation requirements regarding investment products and services. 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 1,413 East Bay-area wealth managers were considered for the award; 89 (6% of candidates) were named 2021 Five Star Wealth Managers. 2020: 1,260 considered, 88 winners; 2019: 1,340 considered, 104 winners; 2018: 1,397 considered, 113 winners; 2017: 1,049 considered, 95 winners; 2016: 948 considered, 182 winners; 2015: 2,261 considered, 183 winners; 2014: 4,527 considered, 204 winners; 2013: 858 considered, 195 winners; 2012: 1,145 considered, 233 winners.