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7011 Koll Center Parkway, Suite #260
Pleasanton, CA, 94566
Phone:
  • 925-227-8858
Fax:
  • 925-227-8859

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Benjamin W. Wong,CFP®

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I’m excited to announce that we are changing the name of our firm from Benjamin W. Wong and Associates to Viewpoint Financial Network, reflecting an evolution that continues to bring you a rich range of specialized financial services with the same boutique service model you have experienced through the years.

Rest assured that I have not “sold the business” or have any plans to retire anytime soon.  I am happy and excited to continue doing what I do, and the name change simply better represents the depth and breadth of the organization today.

Many of you remember when my practice consisted of just myself and an assistant and through the years (34 of them), we have brought on many very qualified associates and exceptional planning professionals.  We have also added many affiliated offices with locations throughout California. These seasoned advisors draw on decades of experience to offer insight and expertise on a variety of disciplines from tax strategies to estate planning and risk management.  Viewpoint Financial Network more accurately represents the organization now, rather than having just my name on the door. Most importantly, all our associates share the same core values of providing holistic financial planning advice and placing the client’s needs first. 

I invite you to visit our new website www.viewpointfn.com that we are all extremely excited about.  Please explore the new website and get to know the people you speak with and work with in our offices. You can use the website to stay up to date on the services available to you that we continue to expand and improve.

I want to thank you for your continued trust in me and I look forward to years of expanding possibilities as my colleagues and I help you shape your future. Don’t hesitate to reach out to us if you’d like to know more about Viewpoint Financial Network and how it fits into your personal journey.

       

        IN THE NEWS

Diablo Magazine 2016 Five Star Wealth Manager Award Winner

As seen in the October 2014 issue of Forbes

Financial Times Top 400 for 2017

Press Releases Regarding Commonwealth Affliliation:

CNBC Press Release

Investment News

 

   "Benjamin W. Wong, CERTIFIED FINANCIAL PLANN™" and Commonwealth
Financial Network are dedicated to helping you navigate the many aspects of
the financial planning process
"

ADV Part 2A       ADV Part 2B

 

Benjamin Wong received the 2016 Five Star Wealth Manager Award which is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,261 San Francisco East Bay wealth managers were considered for the award; 183 (9 percent of candidates) were named 2015 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Benjamin Wong recognized on the Financial Times Top 400 list. To compile the 2017 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 800 qualified applications were received; 400 advisors were selected, representing 50 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck