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Cfp Benjamin Wong Aif

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Cfp Benjamin Wong Aif

Managing Director & Senior Wealth Advisor | Mariner

Pleasanton, California, United States

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Cfp Benjamin Wong Aif

Summary

Benjamin Wong is a seasoned Managing Director and Senior Wealth Advisor with a strong focus on personalized wealth management strategies for individuals, families, and organizations. With decades of experience in the financial services industry, he has honed his expertise in asset management, investment advisory, and retirement planning. Benjamin is committed to a client-first approach, ensuring that each wealth management plan is tailored to meet specific goals, incorporating estate planning, tax strategies, and insurance solutions. His background includes significant roles in various financial institutions, demonstrating a blend of leadership and technical skills. In addition to his financial acumen, Benjamin is also a professional bass player, showcasing his diverse talents beyond the finance sector. He holds a Master of Business Administration with a specialization in Finance, further solidifying his qualifications. As a CERTIFIED FINANCIAL PLANNER and an Accredited Investment Fiduciary, he adheres to the highest standards of fiduciary duty, ensuring clients' best interests are always prioritized.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Benjamin Wong Aif

Work Experience

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Managing Director & Senior Wealth Advisor at

Mariner

January 2022 - Present

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Artist Owner at

Viewpoint Financial Network

January 1974 - Present

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Investment Advisor Representative, Registered Principal at

Commonwealth Financial Network

August 2014 - December 2021

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Registered Principal, OSJ Branch Manager at

Jhw Financial Services Inc

August 2008 - August 2014

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Registered Principal, OSJ Branch Manager at

Foothill Securities, Inc.

November 1989 - August 2008

Cfp Benjamin Wong Aif

Education

Cal State East Bay- College of Business & Economics, Master Of Business Administration (M.B.A.)

January 1980 - January 1984

Frequently Asked Questions about Cfp Benjamin Wong Aif

What is Cfp Benjamin Wong Aif email address?

Cfp Benjamin Wong Aif's primary email address is *************@marinerwealthadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Benjamin Wong Aif work for?

Cfp Benjamin Wong Aif is a Managing Director & Senior Wealth Advisor at Mariner, a company specializing in Functions related to depository banking.

Where Cfp Benjamin Wong Aif graduated from?

Cfp Benjamin Wong Aif holds a degree in Finance, General from Cal State East Bay- College of Business & Economics.

How can I directly contact Cfp Benjamin Wong Aif?

To contact Cfp Benjamin Wong Aif directly, you can use the email address *************@marinerwealthadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Benjamin Wong Aif?

Benjamin Wong is a seasoned Managing Director and Senior Wealth Advisor with a strong focus on personalized wealth management strategies for individuals, families, and organizations. With decades of experience in the financial services industry, he has honed his expertise in asset management, investment advisory, and retirement planning. Benjamin is committed to a client-first approach, ensuring that each wealth management plan is tailored to meet specific goals, incorporating estate planning, tax strategies, and insurance solutions. His background includes significant roles in various financial institutions, demonstrating a blend of leadership and technical skills. In addition to his financial acumen, Benjamin is also a professional bass player, showcasing his diverse talents beyond the finance sector. He holds a Master of Business Administration with a specialization in Finance, further solidifying his qualifications. As a CERTIFIED FINANCIAL PLANNER and an Accredited Investment Fiduciary, he adheres to the highest standards of fiduciary duty, ensuring clients' best interests are always prioritized.

Cfp`s contact details

mail

*************@marinerwealthadvisors.com

****@commonwealth.com

*************@marinerwealth.com

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