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John Wong

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John Wong

Senior Financial Advisor | Wells Fargo Advisors

Wisconsin, Janesville, United States

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John Wong

Summary

John Wong is a highly experienced Senior Vice President and Investment Officer at Wells Fargo Advisors, with 34 years dedicated to helping families achieve financial security through comprehensive wealth management. As a CERTIFIED FINANCIAL PLANNER®, he specializes in investment planning, estate strategies, and tax-efficient financial solutions. John is known for his client-first approach, crafting personalized strategies that align with individual aspirations, including creating fulfilling life experiences. His commitment extends beyond finance, actively participating in community service through various non-profit organizations, emphasizing financial literacy and empowerment. An avid traveler and fitness enthusiast, John balances his professional life with personal interests like golf and snowboarding, reflecting his belief in living life to the fullest. He values family time with his wife and two adult sons, embodying a holistic approach to both work and life.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

John Wong

Work Experience

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Senior Vice President - Investment Officer at

Wells Fargo Advisors

January 2021 - Present

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John Wong

Education

University of Wisconsin–Whitewater, Bachelors of Science & Education, Marketing Education

January 1984 - January 1989

Frequently Asked Questions about John Wong

What is John Wong email address?

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

What company does John Wong work for?

John Wong is a Senior Financial Advisor at Wells Fargo Advisors.

Where John Wong graduated from?

John Wong holds a degree in from University of Wisconsin–Whitewater.

How can I directly contact John Wong?

To contact John Wong directly, you can use the email address *********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is John Wong?

John Wong is a highly experienced Senior Vice President and Investment Officer at Wells Fargo Advisors, with 34 years dedicated to helping families achieve financial security through comprehensive wealth management. As a CERTIFIED FINANCIAL PLANNER®, he specializes in investment planning, estate strategies, and tax-efficient financial solutions. John is known for his client-first approach, crafting personalized strategies that align with individual aspirations, including creating fulfilling life experiences. His commitment extends beyond finance, actively participating in community service through various non-profit organizations, emphasizing financial literacy and empowerment. An avid traveler and fitness enthusiast, John balances his professional life with personal interests like golf and snowboarding, reflecting his belief in living life to the fullest. He values family time with his wife and two adult sons, embodying a holistic approach to both work and life.

John`s contact details

mail

*********@wellsfargoadvisors.com

*********@micorp.com

Colleagues

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Harold Weber

First Vice President

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Harry Hendricks

Senior Financial Consultant

Haynes Huffard

Sales Representative

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Heather Mudgett

Registered Sales Assistant

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Helen Irungu

Registered Representative, District Manager

Mark Pignotti

Senior Vice-President

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Mark R Waltersheide

Trust Investment Officer

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Mark Saroka

Financial Advisor

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Mark Schaaf

Financial Advisor, Managing Director-Investments

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Mark Schlig

Vice Presidents, Investments

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