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Cfp Benjamin Wong Aif
Cfp Benjamin Wong Aif
Managing Director & Senior Wealth Advisor | Mariner
Pleasanton, California, United States
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.
Cfp Benjamin Wong Aif
Work Experience
Managing Director & Senior Wealth Advisor at
Mariner
January 2022 - Present
Artist Owner at
Viewpoint Financial Network
January 1974 - Present
Investment Advisor Representative, Registered Principal at
Commonwealth Financial Network
August 2014 - December 2021
Registered Principal, OSJ Branch Manager at
Jhw Financial Services Inc
August 2008 - August 2014
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
*************@marinerwealthadvisors.com
****@commonwealth.com
*************@marinerwealth.com
Colleagues
Regional Vice President
Managing Director- Senior Wealth Advisor
Managing Director & Senior Wealth Advisor
Managing Director
Co Founder / Senior Wealth Advisor
Managing Director
Deputy Chief Operating Officer
Senior Managing Director
Managing Director
Managing Director, Wealth Solutions