Carmen Wong
Senior Wealth Advisor @Focus Partners
Portland, OR, US
EMAILS
MOBILE NUMBERS
+15•••••••19
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WORK HISTORY
Jun 2025 — Present
Senior Wealth Advisor @Focus Partners
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Portland, OR, US
EDUCATION
1996 — 1999
University of Hawai'i at Manoa - William S. Richardson School of Law
Juris Doctor, Law
N/A
Brigham Young University–Hawaii
Bachelor of Science, Summa Cum Laude, Business Management
SKILLS
InsuranceEmployee Stock OptionsRestricted Stock401kRetirementLegal WritingBuy-Sell AgreementsAsset AllocationRisk ManagementDefined BenefitSecuritiesEstate PlanningPublic SpeakingLong Term Care InsuranceDisability InsuranceTrustsRetirement PlanningFinra
ABOUT CARMEN WONG
Senior Wealth Advisor at Focus Partners Wealth
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