Jonathan Wong
Founder + Principal Financial Planner at Layari Financial
- Role
- Founder Principal Financial Planner at Layari Financial
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Founder Principal Financial Planner
Jun 2022 — Present · Orange County, CA, US
Educating business owners and professionals on making better financial decisionsModern Wealth Planning LLC dba Layari Financial is an Registered Investment Advisor (RIA) in California
Education
California State University-Long Beach - College of Business
Bachelors of Science, Finance,Real Estate, Law ; Human Resource Management
2011
College for Financial Planning
Charted Retirement Planning Counselor, Financial Planning and Services
2015 — 2016
College for Financial Planning
Accredited Portfolio Management Advisor, Financial Planning and Services
2016 — 2016
UCLA Extension
Certificate, Personal Financial Planning
2013
Skills
- Retirement Planning
- Financial Advisory
- Leadership
- Investments
- Finance
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