Our Qualifications

What Sets Us Apart from Everyone Else
 

With over three decades of financial planning experience behind us, we bring a wealth of
knowledge to each of our clients. We offer comprehensive financial planning and investment advisory/management services.

We currently assist in managing over 5,000 investment accounts with over $700 million in assets under advisement and we are members in good standing of the Financial Planning

Association, an organization created through the merger of the IAFP (International Association for Financial Planning) and the ICFP (Institute of Certified Financial Planners).

We have CERTIFIED FINANCIAL PLANNER™ professionals and investment advisor representatives on staff to assist you with the pursuit of your goals.

 

Meet Our Principal:

Benjamin W. Wong, CFP®, MBA:

 

• Bachelor of Business Administration, Finance, California State University, Hayward

• Master of Business Administration, Finance, California State University, Hayward

• 1989-2008 Investment Securities Branch Manager for Foothill Securities, Inc.
   supervising more than  15 registered investment consultants and advisors

• Served as President and on the Board of Directors for First Pacific Guarantee Corporation,
  a commercial finance lender specializing in federal, state and local government
  service contracts

• Served on the Board of Directors for Foothill Securities, Inc. for over 12 years

• Served on the Board of Directors of Central Valley Broadband Inc.

• Served on the Advisory Board of Assistance League of Amador Valley, Charitable Organization

• Other professional memberships include Rotary International