Jonathan Wong — Cfp®, Apma, Crpc

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

Founder + Principal Financial Planner at Layari Financial @ Layari Financial
Jonathan Wong — Cfp®, Apma, Crpc's Location
Greater Los Angeles, California, United States, United States
Jonathan Wong — Cfp®, Apma, Crpc's Contact Details

Jonathan Wong — Cfp®, Apma, Crpc work email

Jonathan Wong — Cfp®, Apma, Crpc personal email

About Jonathan Wong — Cfp®, Apma, Crpc

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

Jonathan Wong — Cfp®, Apma, Crpc's Current Company Details
Layari Financial

Layari Financial

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Founder + Principal Financial Planner at Layari Financial
Jonathan Wong — Cfp®, Apma, Crpc Work Experience Details
  • Layari Financial
    Founder + Principal Financial Planner
    Layari Financial Jun 2022 - Present
    Educating business owners and professionals on making better financial decisionsModern Wealth Planning LLC dba Layari Financial is an Registered Investment Advisor (RIA) in California
    View
  • Career Break
    Personal Goal Pursuit
    Career Break Feb 2022 - Jun 2022
    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.
  • Ameriprise Financial Services, Llc
    Associate Financial Advisor
    Ameriprise Financial Services, Llc Apr 2017 - Feb 2022
    Minneapolis, Mn, Us
    CA Insurance #0K09016
    View
  • Ameriprise Financial Services, Llc
    Associate Financial Advisor
    Ameriprise Financial Services, Llc Nov 2014 - Nov 2016
    Minneapolis, Mn, Us
    CA Insurance #0K09016
    View
  • Ameriprise Financial Services, Llc
    Financial Paraplanner
    Ameriprise Financial Services, Llc Jul 2013 - Oct 2014
    Minneapolis, Mn, Us
    View
  • Vantaquest
    Research Analyst
    Vantaquest Jul 2009 - Jul 2013
    Cypress, Ca, Us
    View

Jonathan Wong — Cfp®, Apma, Crpc Education Details

  • California State University-Long Beach - College Of Business
    California State University-Long Beach - College Of Business
    Law ; Human Resource Management
  • College For Financial Planning
    College For Financial Planning
    Financial Planning And Services
  • College For Financial Planning
    College For Financial Planning
    Financial Planning And Services
  • Ucla Extension
    Ucla Extension
    Personal Financial Planning

Frequently Asked Questions about Jonathan Wong — Cfp®, Apma, Crpc

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 the current company?

Jonathan Wong — Cfp®, Apma, Crpc's current role is Founder + Principal Financial Planner at Layari Financial.

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

Jonathan Wong — Cfp®, Apma, Crpc's email address is jo****@****mpf.com

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

Jonathan Wong — Cfp®, Apma, Crpc's direct phone number is +195186*****

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

Jonathan Wong — Cfp®, Apma, Crpc attended California State University-Long Beach - College Of Business, College For Financial Planning, College For Financial Planning, Ucla Extension.

What are some of Jonathan Wong — Cfp®, Apma, Crpc's interests?

Jonathan Wong — Cfp®, Apma, Crpc has interest in Sports, Electronics.

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