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Jonathan Wong — Cfp®, Apma, Crpc Email & Phone Number

Founder + Principal Financial Planner at Layari Financial at Layari Financial
Location: Greater Los Angeles, California, United States 6 work roles 4 schools
1 work email found @ampf.com 8 phones found area 951, 562, and 703 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 8 phones

Work email j****@ampf.com
Direct phone (951) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founder + Principal Financial Planner at Layari Financial
Location
Greater Los Angeles, California, United States

Who is Jonathan Wong — Cfp®, Apma, Crpc? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonathan Wong — Cfp®, Apma, Crpc is listed as Founder + Principal Financial Planner at Layari Financial at Layari Financial, based in Greater Los Angeles, California, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 951, 562, 703, and a matched LinkedIn profile for Jonathan Wong — Cfp®, Apma, Crpc.

Jonathan Wong — Cfp®, Apma, Crpc previously worked as Founder + Principal Financial Planner at Layari Financial and Personal goal pursuit at Career Break. Jonathan Wong — Cfp®, Apma, Crpc holds Bachelors Of Science, Finance, Real Estate, Law ; Human Resource Management from California State University-Long Beach - College Of Business.

Company email context

Email format at Layari Financial

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*@ampf.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jonathan Wong — Cfp®, Apma, Crpc. Compare company email patterns before reaching out.

Profile bio

About Jonathan Wong — Cfp®, Apma, Crpc

Jonathan Wong — Cfp®, Apma, Crpc is a Founder + Principal Financial Planner at Layari Financial at Layari Financial.

Current workplace

Jonathan Wong — Cfp®, Apma, Crpc's current company

Company context helps verify the profile and gives searchers a useful next step.

Layari Financial
Layari Financial
Founder + Principal Financial Planner at Layari Financial
AeroLeads page
6 roles

Jonathan Wong — Cfp®, Apma, Crpc work experience

A career timeline built from the work history available for this profile.

Founder + Principal Financial Planner

Current

Educating business owners and professionals on making better financial decisionsModern Wealth Planning LLC dba Layari Financial is an Registered Investment Advisor (RIA) in California

Jun 2022 - Present

Personal Goal Pursuit

Career Break

Through my 13 years of financial services experience, working for Fortune 500 companies and Forbes Best In State Advisors, I have learned many unique skills from mentors, wealthy families and small business owners.It has always been important for me to start my own business.With my wife holding down the fort financially, it allowed our family to strategically take risks for our long-term vision.Together, we will make our two young daughters proud of us.

Feb 2022 - Jun 2022

Research Analyst

Cypress, Ca, Us

Jul 2009 - Jul 2013
4 education records

Jonathan Wong — Cfp®, Apma, Crpc education

Bachelors Of Science, Finance, Real Estate, Law ; Human Resource Management

California State University-Long Beach - College Of Business

Accredited Portfolio Management Advisor, Financial Planning And Services

College For Financial Planning

Charted Retirement Planning Counselor, Financial Planning And Services

College For Financial Planning

Certificate, Personal Financial Planning

Ucla Extension
FAQ

Frequently asked questions about Jonathan Wong — Cfp®, Apma, Crpc

Quick answers generated from the profile data available on this page.

What company does Jonathan Wong — Cfp®, Apma, Crpc work for?

Jonathan Wong — Cfp®, Apma, Crpc works for Layari Financial.

What is Jonathan Wong — Cfp®, Apma, Crpc's role at Layari Financial?

Jonathan Wong — Cfp®, Apma, Crpc is listed as Founder + Principal Financial Planner at Layari Financial at Layari Financial.

What is Jonathan Wong — Cfp®, Apma, Crpc's email address?

AeroLeads has found 1 work email signal at @ampf.com for Jonathan Wong — Cfp®, Apma, Crpc at Layari Financial.

What is Jonathan Wong — Cfp®, Apma, Crpc's phone number?

AeroLeads has found 8 phone signal(s) with area code 951, 562, 703 for Jonathan Wong — Cfp®, Apma, Crpc at Layari Financial.

Where is Jonathan Wong — Cfp®, Apma, Crpc based?

Jonathan Wong — Cfp®, Apma, Crpc is based in Greater Los Angeles, California, United States while working with Layari Financial.

What companies has Jonathan Wong — Cfp®, Apma, Crpc worked for?

Jonathan Wong — Cfp®, Apma, Crpc has worked for Layari Financial, Career Break, Ameriprise Financial Services, Llc, and Vantaquest.

How can I contact Jonathan Wong — Cfp®, Apma, Crpc?

You can use AeroLeads to view verified contact signals for Jonathan Wong — Cfp®, Apma, Crpc at Layari Financial, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Wong — Cfp®, Apma, Crpc attend?

Jonathan Wong — Cfp®, Apma, Crpc holds Bachelors Of Science, Finance, Real Estate, Law ; Human Resource Management from California State University-Long Beach - College Of Business.

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