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Tony Phouanenavong Email & Phone Number

Financial Planner at Prudential Advisors at Prudential Financial
Location: Pleasant Hill, California, United States 10 work roles 1 school
1 work email found @prudential.com 5 phones found area 510, 650, and 415 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email t****@prudential.com
Direct phone (510) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Planner at Prudential Advisors
Location
Pleasant Hill, California, United States
Company size

Who is Tony Phouanenavong? Overview

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Quick answer

Tony Phouanenavong is listed as Financial Planner at Prudential Advisors at Prudential Financial, a with 14889 employees, based in Pleasant Hill, California, United States. AeroLeads shows a work email signal at prudential.com, phone signal with area code 510, 650, 415, and a matched LinkedIn profile for Tony Phouanenavong.

Tony Phouanenavong previously worked as Financial Planner at Prudential Financial and Financial Professional at Prudential Financial. Tony Phouanenavong holds Organizational Communications, Communications from San Francisco State University.

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Email format at Prudential Financial

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{first}.{last}@prudential.com
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Profile bio

About Tony Phouanenavong

As a Financial Planner, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternativestrategies to help protect your assets.

Listed skills include Training, Public Speaking, Customer Service, Team Building, and 33 others.

Current workplace

Tony Phouanenavong's current company

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Prudential Financial
Prudential Financial
Financial Planner at Prudential Advisors
newark, new jersey, united states
Website
Employees
14889
AeroLeads page
10 roles

Tony Phouanenavong work experience

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

Financial Planner

Current

Pleasant Hill, California, United States

Apr 2024 - Present

Financial Professional

Walnut Creek, Ca

• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

May 2020 - Apr 2024

Financial Consultant

San Francisco Bay Area

As a financial consultant at Arkshire, I demonstrated my expertise in establishing a comprehensive financial planning process that has helped clients achieve financial security through asset protection and wealth creation. By leveraging my skills in developing tailored financial plans, I ensured that my clients and their loved ones would be well-prepared for life's unexpected events, such as disability, critical illness, or death.My innovative approach involved building solid, tax-efficient wealth portfolios that maximized clients' assets while minimizing risk. I expertly assessed clients' financial planning needs and identified crucial milestones, including major purchases, marriage, children, education, dreams, and retirement. Through consistent review and strategic financial management strategies, I successfully guided my clients in achieving their financial goals and maintaining a strong sense of financial security throughout their lives.

Aug 2016 - May 2020

Co-Founder

San Francisco Bay Area

When my wife and I first started dating, one of the places she took me to was a wine bar in the SoMa district of San Francisco. Once I saw the wine list, truth be told, I didn’t know what to order, as I had no idea what the difference between a Pinot, Merlot or Cabernet was. Luckily for me, Leona took charge of the ordering. I was simultaneously impressed with Leona’s knowledge of wine and intimidated by how much I didn’t know about wine. If I were to make any sort of impression on Leona, I had to know my wines! Over the next several weeks, to better appreciate Leona’s love for wine. I researched how and where wine is made, prepared, distributed and sold. I was blown away by the history and global influence wine has today. As my appreciation for wine increased each day, I came across an opportunity to sell wine over the phone working part time. Since I had a sales and entrepreneurial background, I figured, why not learn and earn at the same time? After a few short months of selling wine over the phone, my sales surpassed most of the full timers and my sales goals by 121%.As I continued to break my sales goals, my entrepreneur spirit kept telling me that I should work for myself. During dinner one night, I shared the idea with Leona, who use to work for a wine company supporting back-office operations. I pitched the idea to her and mentioned that if she could handle operations of a new wine business, I could handle the front end by dealing with the sales. Shortly after, we started T&L Wine Solutions.Through exhaustive efforts driven by a passion for wine, we created a database of wineries and pitched to each one about how we could increase their direct-to-consumer (DTC) sales. After landing our first small winery and increasing its sales by over $10,000 in a few weeks, we landed our next winery. And the rest is history. If you own a winery and are looking to increase your DTC sales, please don’t hesitate to reach to us for tips and tricks.

Aug 2012 - Mar 2017

Customer Relationship Manager

San Francisco Bay Area

As a founding member of the Customer Relationship Management team, I played an instrumental role in identifying top talent and training new team members. My focus on collaboration and innovation led to the design of workflow maps and email campaigns, as well as the development of training systems that drove continuous improvement for the team.Leveraging my knowledge in Salesforce CRM and Google Drive, I provided exceptional support for all customers across all markets, exceeding expectations and enhancing the company's reputation for excellence. I managed a high-volume of accounts through email and telephone using the 8x8 system, consistently delivering outstanding service and driving customer satisfaction.One of my key accomplishments was building strong relationships with car enthusiasts and mechanics, allowing me to effectively communicate the company's value proposition and close deals. My dedication to providing unparalleled customer service helped the company grow its customer base and drive revenue growth.

Nov 2015 - Apr 2016

Regional Vice President (Independent Business Owner)

Acn

Charlotte, North Carolina Area

As a skilled team builder and strategic thinker, I have successfully developed and led teams from inception to thousands of representatives. I fostered a productive and independent team environment by recruiting, training, and supervising team members, providing guidance in customer interactions and sales scripting.My focus on customer retention and high levels of client satisfaction drove me to develop and implement strategic objectives that delivered results. I created innovative scripts and systems that allowed sales agents to become more independent faster, resulting in higher productivity and stronger results.I am an experienced presenter, regularly conducting presentations to groups of up to 20,000 people using PowerPoint to showcase products, services, and our company's vision. I drove revenue by prospecting and building a pipeline while simultaneously building strong personal relationships with potential clients.In addition, I have successfully recruited top professionals and business owners to partner with our company, demonstrating my ability to build and maintain strong relationships. I also spent individual time with top producers to teach them about leadership philosophies, and group time with the rest of the sales team to keep things simple and basic.Overall, my expertise in team building, sales strategy, customer retention, and presentation skills has led to significant growth and success for the companies I have worked with.

Nov 2004 - Nov 2015

Intern

San Francisco Bay Area

As a skilled communicator, I have demonstrated my ability to quickly connect people from around the world with news anchors, photographers, and van operators, using my strong phone skills to ensure that important connections were made for stories to be covered in a quick and timely matter.I am capable of applying my knowledge to tasks requiring self-training, and possess a commanding speaking voice that projects across the news floor, capturing the attention of reporters and staff.I proactively initiated calls to the Police, Fire, and other government agencies for important news items, developing long-lasting telephone relationships for future breaking news. My efforts were instrumental in ensuring that KRON 4 was one of the first to cover the "Laci Peterson" case, having answered the call from a citizen and quickly getting the information into the hands of a senior associate in the department.With my exceptional communication and relationship-building skills, I am confident that I would be a valuable addition to any team seeking a proactive and resourceful communicator.

Feb 2003 - Oct 2004

Research Assistant

Berkeley, Ca

As a highly organized and detail-oriented lab technician, I have a proven track record of success in supporting research operations with a range of crucial tasks. I have experience organizing and cataloging archival samples in -80 C freezers, maintaining a weekly inventory, and handling daily receiving and delivery of shipments.I am adept at preparing media solutions, using sterile technique, and washing and autoclaving samples and tools. I have worked with the Robbin's Hydra 96 pipetting and syringe liquid handling robot, converting 4 x 96 well plates into one 384 well plate, and making replications. I am proficient in running agarose gels and analyzing DNA to calculate its size and determine its presence. I have also poured poly-acrylamide gels for DNA sequencing.My experience extends to working in the Drosophila genome sequencing department, where I made copies of genomic DNA libraries stored in E. Coli host cells.

Feb 1998 - Oct 2003

Assistant Trainer

Oakland

As an experienced trainer with a passion for supporting professional development, I have had the opportunity to make a meaningful impact by providing specialized training for Biotech companies to women on the CalWORKS program.Through my work, I have helped people develop the necessary skills to succeed in the Biotech industry, including providing them with the latest industry knowledge and best practices. I have also been instrumental in helping these women build their confidence and feel empowered in their professional pursuits.By leveraging my expertise in training and my commitment to helping women succeed, I have made a significant contribution to the CalWORKS program, providing participants with the resources they need to succeed in the Biotech industry.With my passion for training and dedication to supporting professional growth, I am confident that I would be a valuable addition to any organization seeking a skilled trainer with a commitment to making a meaningful impact.

Jul 2002 - Nov 2002

Intern

Oakland, Ca

As a dedicated research assistant with a passion for pediatrics, I have had the opportunity to make a significant impact in the field of Sickle Cell Anemia Disease research. Formerly known as Children's Hospital Oakland Research Institute (CHORI), I have worked alongside leading scientists to support their research efforts.In my role, I have counted blood cells under the microscope and conducted DNA fingerprinting, contributing to the development of crucial insights and breakthroughs in the field. I am proud to have played a key role in supporting the research efforts of some of the most talented scientists in the industry.Through my work, I have developed a deep understanding of the complexities of pediatrics research and the importance of attention to detail. I am confident in my ability to work collaboratively with scientists and contribute to the success of research projects.

Jun 1997 - Aug 1997
Team & coworkers

Colleagues at Prudential Financial

Other employees you can reach at prudential.com. View company contacts for 14889 employees →

1 education record

Tony Phouanenavong education

FAQ

Frequently asked questions about Tony Phouanenavong

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

What company does Tony Phouanenavong work for?

Tony Phouanenavong works for Prudential Financial.

What is Tony Phouanenavong's role at Prudential Financial?

Tony Phouanenavong is listed as Financial Planner at Prudential Advisors at Prudential Financial.

What is Tony Phouanenavong's email address?

AeroLeads has found 1 work email signal at @prudential.com for Tony Phouanenavong at Prudential Financial.

What is Tony Phouanenavong's phone number?

AeroLeads has found 5 phone signal(s) with area code 510, 650, 415 for Tony Phouanenavong at Prudential Financial.

Where is Tony Phouanenavong based?

Tony Phouanenavong is based in Pleasant Hill, California, United States while working with Prudential Financial.

What companies has Tony Phouanenavong worked for?

Tony Phouanenavong has worked for Prudential Financial, Arkshire Financial, T&L Wine Solutions Llc, Shift Technologies, Inc., and Acn.

Who are Tony Phouanenavong's colleagues at Prudential Financial?

Tony Phouanenavong's colleagues at Prudential Financial include 劉超雄Ronny, Lisa Owens, Laura Subock, Heather Gaghan, and Ann Roderique.

How can I contact Tony Phouanenavong?

You can use AeroLeads to view verified contact signals for Tony Phouanenavong at Prudential Financial, including work email, phone, and LinkedIn data when available.

What schools did Tony Phouanenavong attend?

Tony Phouanenavong holds Organizational Communications, Communications from San Francisco State University.

What skills is Tony Phouanenavong known for?

Tony Phouanenavong is listed with skills including Training, Public Speaking, Customer Service, Team Building, Strategic Planning, Coaching, Social Networking, and Microsoft Office.

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