Benjamin W. Wong, CFP
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 7011 Koll Center Pkwy STE 260, Pleasanton, CA 94566
- Phone
- (925) 227-8858
- Website
- viewpointfn.com
- County
- Alameda County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Benjamin W. Wong, CFP helps individuals and families in Pleasanton plan for their financial goals with confidence. We provide financial planning and investment services designed around each client's priorities, whether that means building savings, preparing for retirement, or managing investments over time.
Our approach starts with understanding where you are today and where you want to go, so every recommendation reflects your personal situation. We take the time to explain our reasoning clearly, so you always know how your plan works and why each step matters.
Serving clients across Pleasanton and the wider East Bay, we aim to be a steady, trusted partner through every stage of your financial life.
To learn more about how we can help, visit our website or give us a call.
Our approach starts with understanding where you are today and where you want to go, so every recommendation reflects your personal situation. We take the time to explain our reasoning clearly, so you always know how your plan works and why each step matters.
Serving clients across Pleasanton and the wider East Bay, we aim to be a steady, trusted partner through every stage of your financial life.
To learn more about how we can help, visit our website or give us a call.