Jason Whong

Regional Vice President, Partner Programs @Wealth Enhancement

San Francisco, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Regional Vice President, Partner Programs @Wealth Enhancement

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San Francisco, CA, US

Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

EDUCATION

N/A

New York University School of Law

Master of Laws (LL.M.)

N/A

Santa Clara University School of Law

Doctor of Law (J.D.)

N/A

San Jose State University

Bachelor of Science (B.S.)

SKILLS

GaapCorporate TaxFinancial ReportingTransfer PricingFinancial AnalysisFinancial AccountingTax AccountingTax AdvisoryCorporate GovernanceCpaAuditingDue DiligencePartnership TaxationStart-UpsTax ResearchTrustsIncome TaxPrivate EquityQuickbooksTax PreparationAccountingTax LawHigh Net Worth IndividualsTaxMergers & AcquisitionsInternational Tax

ABOUT JASON WHONG

I am a CPA and licensed attorney with over 25 years of experience in advising businesses and their owners on corporate, tax and wealth planning issues covering a wide range of industries.

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Jason Whong — Regional Vice President, Partner Programs at Wealth Enhancement in San Francisco, CA, US | Unifers