Wayne Wong Cfp®
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Wayne Wong Cfp® Email & Phone Number

Executive Director - Offshore Wealth Management - Corporate Retirement Director at SeaCrest Wealth Management
Location: San Francisco Bay Area, United States 4 work roles 1 school
1 work email found @morganstanley.com 1 phone found area 800 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email w****@morganstanley.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SeaCrest Wealth Management
Role
Executive Director - Offshore Wealth Management - Corporate Retirement Director
Location
San Francisco Bay Area, United States
Company size
54 employees

Who is Wayne Wong Cfp®? Overview

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Quick answer

Wayne Wong Cfp® is listed as Executive Director - Offshore Wealth Management - Corporate Retirement Director at SeaCrest Wealth Management, a with 54 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 800, and a matched LinkedIn profile for Wayne Wong Cfp®.

Wayne Wong Cfp® previously worked as Executive Director, Offshore Wealth Management at Seacrest Wealth Management and CFP®, CRPC®, CRPS®, Financial Advisor, Corporate Retirement Director, Portfolio Manager at Morgan Stanley. Wayne Wong Cfp® holds Bs, Marketing from San Francisco State University, College Of Business.

Company email context

Email format at SeaCrest Wealth Management

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Wayne Wong Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Wayne Wong Cfp®

Whatever challenges you face – whether you’re starting a career or creating an estate plan, saving for a child’s education or managing a small business – I can offer you the guidance and insights to help you achieve your goals. With over 23 years of experience in the financial services industry, I provide wealth management for business owners, executives, and their families. As a Corporate Retirement Director, I have extensive knowledge of the corporate retirement marketplace. My training and examinations focused on plan design, investment strategy, plan administration, fiduciary issues, and other related retirement topics. In this role, I help small businesses owners manage their retirement plans. I also assist with plan evaluation, vendor selection, investment review, and asset allocation. I am also an Executive Director of Offshore Wealth Management, a prestigious appointment held by only a select number of advisors. These designations allow me to help international clients establish 401Ks, pensions, and corporate cash management. It also helps me meet the offshore wealth management needs of high-net-worth clients.For a second opinion about your investments, feel free to give me a call at 415-812-3889

Current workplace

Wayne Wong Cfp®'s current company

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

SeaCrest Wealth Management
Seacrest Wealth Management
Executive Director - Offshore Wealth Management - Corporate Retirement Director
purchase, new york, united states
Website
seacrestwmclients.com
Employees
54
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Company profile
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4 roles

Wayne Wong Cfp® work experience

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

Executive Director, Offshore Wealth Management

Current
Seacrest Wealth Management

San Francisco, California, United States

May 2022 - Present

Cfp®, Crpc®, Crps®, Financial Advisor, Corporate Retirement Director, Portfolio Manager

Morgan Stanley

NMLS# 1297729© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually… Show more NMLS# 1297729© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.M SSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://fa.morganstanley.com/wayne.wong/. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market. Show less

Aug 2010 - May 2022
Team & coworkers

Colleagues at SeaCrest Wealth Management

Other employees you can reach at seacrestwmclients.com. View company contacts for 54 employees →

CG Carlos G Mejia Carlos G Mejia Colleague at Seacrest Wealth ManagementBrooklyn, New York, United States View → JE Juliana Evans Juliana Evans Colleague at Seacrest Wealth ManagementGreater Tampa Bay Area, United States View → EW Elizabeth White Elizabeth White Colleague at Seacrest Wealth ManagementMedford, Oregon, United States View → EB Erika Buchta Erika Buchta Colleague at Seacrest Wealth ManagementNaperville, Illinois, United States View → JJ Jason Jeung Jason Jeung Colleague at Seacrest Wealth ManagementSan Francisco Bay Area, United States View → EM Edward M. Sullivan Edward M. Sullivan Colleague at Seacrest Wealth ManagementPurchase, New York, United States View → RS Rob Sayler Rob Sayler Colleague at Seacrest Wealth ManagementRapid City, South Dakota, United States View → DL Dean Livingston Dean Livingston Colleague at Seacrest Wealth ManagementGreenville, South Carolina, United States View → RM Rick Madden Rick Madden Colleague at Seacrest Wealth ManagementJeffersonville, Indiana, United States View → DH Don Hubbs Don Hubbs Colleague at Seacrest Wealth ManagementKansas City, Missouri, United States View →
1 education record

Wayne Wong Cfp® education

  • San Francisco State University, College Of Business
    San Francisco State University, College Of Business
    Marketing
FAQ

Frequently asked questions about Wayne Wong Cfp®

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

What company does Wayne Wong Cfp® work for?

Wayne Wong Cfp® works for SeaCrest Wealth Management.

What is Wayne Wong Cfp®'s role at SeaCrest Wealth Management?

Wayne Wong Cfp® is listed as Executive Director - Offshore Wealth Management - Corporate Retirement Director at SeaCrest Wealth Management.

What is Wayne Wong Cfp®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Wayne Wong Cfp® at SeaCrest Wealth Management.

What is Wayne Wong Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Wayne Wong Cfp® at SeaCrest Wealth Management.

Where is Wayne Wong Cfp® based?

Wayne Wong Cfp® is based in San Francisco Bay Area, United States while working with SeaCrest Wealth Management.

What companies has Wayne Wong Cfp® worked for?

Wayne Wong Cfp® has worked for Seacrest Wealth Management, Morgan Stanley, and Merrill Lynch.

Who are Wayne Wong Cfp®'s colleagues at SeaCrest Wealth Management?

Wayne Wong Cfp®'s colleagues at SeaCrest Wealth Management include Carlos G Mejia, Juliana Evans, Elizabeth White, Erika Buchta, and Jason Jeung.

How can I contact Wayne Wong Cfp®?

You can use AeroLeads to view verified contact signals for Wayne Wong Cfp® at SeaCrest Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Wayne Wong Cfp® attend?

Wayne Wong Cfp® holds Bs, Marketing from San Francisco State University, College Of Business.

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