Viewpoint Financial Network
Benjamin W. Wong, CFP 

CONNECT

Address:

7011 Koll Center Pkwy, Suite 260
Pleasanton, CA 94566

Phone:

925-227-8858

Fax/Other:

925-227-8859

Awards

 

2012 Diablo Magazine Five Star Wealth Manager Award

2013 Diablo Magazine Five Star Wealth Manager Award

2014 Diablo Magazine Five Star Wealth Manager Award

 

 

Benjamin Wong is a multi-year Five Star Wealth Manager Award winner. This recognition 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? 

 

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