Jeffery Fong

Jeffery Fong Email and Phone Number

Principal - Concentrum Wealth Management @ Concentrum Wealth Management
353 Piercy Road, San Jose,CA 95138,United States
Jeffery Fong's Location
San Jose, California, United States, United States
Jeffery Fong's Contact Details
About Jeffery Fong

Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs. We serve as multi-dimensional providers for our clientele, making certain every aspect of their finances is linked to an overall strategy.As your financial advisor, Jeffery will coordinate the financial planning process for you. He will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. Specialties: Comprehensive Financial Planning, Private Wealth Management, Retirement Plans for Business Owners, Business Succession Planning, Account AggregationCertified Financial Planner Board of Standards Inc. owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP(with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Jeffery Fong's Current Company Details
Concentrum Wealth Management

Concentrum Wealth Management

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Principal - Concentrum Wealth Management
353 Piercy Road, San Jose,CA 95138,United States
Website:
concentrumwealth.com
Employees:
6
Jeffery Fong Work Experience Details
  • Concentrum Wealth Management
    Principal
    Concentrum Wealth Management Apr 2013 - Present
    Concentrum Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Concentrum Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This LinkedIn page is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Concentrum Wealth Management, LLC unless a client service agreement is in place.
    View
  • Raymond James
    The Fong Financial Group
    Raymond James Mar 2009 - Apr 2013
    Certified Financial Planner (TM)
  • A.G. Edwards
    Senior Vp Investments
    A.G. Edwards Apr 2006 - Mar 2009
    Us
    Managing Partner-The Fong Financial GroupCertified Financial Planner(TM)
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  • Smith Barney
    Senior Vp Investments
    Smith Barney Feb 2001 - Apr 2006
    New York, Ny, Us
    Managing Partner - The Fong Financial GroupPrivate Wealth Management
    View
  • A.G. Edwards
    Senior Vp Investments
    A.G. Edwards Oct 1996 - Feb 2001
    Us
    Managing Partner - The Fong Financial GroupPrivate Weatlth ManagementExecutive Financial Services -Managing concentrated stock positions, helping with diversification and tax planning
    View

Jeffery Fong Skills

Retirement Planning Strategic Financial Planning Wealth Management Services Investments Portfolio Management Financial Advisory Finance Investment Advisory Wealth Management Securities Financial Services Financial Planners Strategy Estate Planning Mutual Funds Series 7 Management Risk Management Retirement Asset Allocation Mortgage Lending Fixed Income 401k Financial Modeling Personal Finance Equities Certified Financial Planner Mergers And Acquisitions Financial Analysis Venture Capital Hedge Funds Investment Strategies Series 63 Asset Management Alternative Investments Corporate Finance Separately Managed Accounts Private Wealth Management Comprehensive Wealth Management Strategic Planning

Jeffery Fong Education Details

  • University Of Arkansas
    University Of Arkansas
    Finance And Banking

Frequently Asked Questions about Jeffery Fong

What company does Jeffery Fong work for?

Jeffery Fong works for Concentrum Wealth Management

What is Jeffery Fong's role at the current company?

Jeffery Fong's current role is Principal - Concentrum Wealth Management.

What is Jeffery Fong's email address?

Jeffery Fong's email address is je****@****ell.net

What is Jeffery Fong's direct phone number?

Jeffery Fong's direct phone number is +140841*****

What schools did Jeffery Fong attend?

Jeffery Fong attended University Of Arkansas.

What are some of Jeffery Fong's interests?

Jeffery Fong has interest in Sports Fanatic, Football, Children, Economic Empowerment, Soccer, Education, Baseball, Coaching Youth Sports, Science And Technology, Golf.

What skills is Jeffery Fong known for?

Jeffery Fong has skills like Retirement Planning, Strategic Financial Planning, Wealth Management Services, Investments, Portfolio Management, Financial Advisory, Finance, Investment Advisory, Wealth Management, Securities, Financial Services, Financial Planners.

Who are Jeffery Fong's colleagues?

Jeffery Fong's colleagues are Lance Pieper, Cfp®.

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