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John Wong
John Wong
Senior Financial Advisor | Wells Fargo Advisors
Wisconsin, Janesville, United States
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.
John Wong
Work Experience
Senior Vice President - Investment Officer at
Wells Fargo Advisors
January 2021 - Present
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
*********@wellsfargoadvisors.com
*********@micorp.com
Colleagues
First Vice President
Senior Financial Consultant
Sales Representative
Registered Sales Assistant
Registered Representative, District Manager
Senior Vice-President
Trust Investment Officer
Financial Advisor
Financial Advisor, Managing Director-Investments
Vice Presidents, Investments