Donald A. Wong
Investment Advisor @Dna Financial
Las Vegas, NV, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2022 — Present
Investment Advisor @Dna Financial
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DNA Financial is a Registered Investment Advisory firm offering financial planning, portfolio management, and advisory services registered as a Limited Liability Company organized in the State of Nevada. The firm was formed in August 2022, and the principal owner is Donald Anthony Wong Jr.
EDUCATION
2003 — 2007
University of Maryland
Bachelors of Art & Humanity, Double Degree: Communication & Criminal Justice
SKILLS
Professional LiabilityWealth ManagementEmployee BenefitsUmbrella InsuranceMarketing CommunicationsInsurance BrokerageLegal LiabilityCommercial Real EstateReal EstateLong-Term CareEstate PlanningWhole LifeMortgage LendingProperty & Casualty InsuranceLiabilityFixed AnnuitiesCasualtyUniversal LifeMarketingInvestmentsWorkers CompensationSmall BusinessLife InsuranceFinanceGeneral InsuranceNew Business DevelopmentSales401kSales ManagementIrasRetirementStrategic Financial PlanningRecruitingMutual FundsSeries 6Risk ManagementInsuranceRetirement PlanningRentersHomeowners
ABOUT DONALD A. WONG
One highway (professional services), three lanes (Insurance, Wealth Management, Real…
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