Benjamin W. Wong, CFP^®

AIF^®

Managing Director-Senior Wealth Advisor 2505.71 Miles

Mariner Wealth Advisors

7011 Koll Center Pkwy, Suite 260
Pleasanton, CA 94566

FINANCIAL ADVISOR'S WEBSITE

www.marinerwealthadvisors.com

(925) 227-8858 CONNECT WITH Benjamin

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$75,000

Investable Asset Minimum

$250,000

General

Benjamin Wong is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Mariner Wealth Advisors in Pleasanton, CA and the surrounding communities.

Financial Advisor Overview

Some things must be earned. Things like relationships and a good reputation. For over three decades, we have been providing personal financial planning and investment management to a wide range of clients in the San Francisco Bay area, the Silicon Valley, and in Los Angeles County. Our dedication, personalized service and consistent investment performance has earned us a reputation for professional excellence, and the confidence of our growing clientele. Today, more than 5,000 individuals, families and businesses turn to us to help manage in excess of $700 million in assets.

IN THE NEWS
Diablo Magazine 2011-14 Five Star Wealth Manager Award Winner
The Forbes 400 October 2014
Press Releases Regarding Commonwealth Affliliation:
Reuters Press Release
Yahoo Finance

Financial Advisor Experience

With over 30 years of financial planning experience, you can rest assured that our credentialed professionals are not just “practicing” with your investments. We have engaged and monitor a team of world class investment companies for the building blocks of our portfolios and cultivated an extensive network of business alliances - with attorneys, accountants, research analysts, pension administrators - to provide the kind of collective expertise needed to address each client’s unique set of goals and circumstances. Tog

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Disclaimer

The Financial Professionals of Benjamin W. Wong CFP®, are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a registered Investment Adviser

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, HI, ID, IL, MA, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OR, SD, TX, UT, VA, VT, WA, WV. No offers may be m

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Retirement, Sudden Wealth, Women's Finances