Benjamin Wong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Viewpoint Financial Network in Pleasanton, CA and the surrounding communities.
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
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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
When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...Read More >