Our Firm

 

Welcome to Benjamin W.Wong CFP® and Associates

Professional Excellence

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. We believe our dedication, and personalized service has earned us a reputation for professional excellence, and the confidence of our growing clientele. Today, we help many individuals, families and businesses and have over $700 million in assets under advisement.

 

Personalized Service

No two individuals, families or businesses are the same. We know that, and will work with you to build a portfolio and investment plan that reflects your unique needs and circumstances. Our aim is to help you fulfill your long and short term goals through sound financial planning strategies and a proven, disciplined approach. You know what you want in life; we are dedicated to helping you make informed decisions that will help you to achieve it.

 

Consistency

With over 30 years of financial planning experience, you can rest assured that we are not just "practicing" with your investment dollars. In fact many of our principals and associates are credentialed professionals. Together, we bring a wealth of knowledge, the benefit of experience, and a service first philosophy to each of our clients. Individuals and businesses alike, regardless of portfolio, receive the same high standard of professional, personalized service at affordable rates.

 

Meeting All Your Needs

Benjamin W. Wong, CFP® and Associates are dedicated to helping you navigate the many aspects of the financial planning process. Whether you are seeking general investment advice and fundamental planning, or need help making decisions about educational funding, retirement and estate planning, we can help. But developing investment strategies is only part of the picture. We also offer a complete range of insurance and tax planning services and divorce advisory assistance.

 

 

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 FINRA/SIPC, a registered Investment Adviser.