IN THE NEWS
Diablo Magazine 2011-14 Five Star Wealth Manager Award Winner
Press Releases Regarding Commonwealth Affliliation:
Benjamin Wong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mariner Wealth Advisors in Pleasanton, CA and the surrounding communities.
With over 30 years of financial planning experience, you can rest assured that our credentialed professionals are not just “practicing” with your investments. We have engaged and monitor a team of world class investment companies for the building blocks of our portfolios and cultivated an extensive network of business alliances - with attorneys, accountants, research analysts, pension administrators - to provide the kind of collective expertise needed to address each client’s unique set of goals and circumstances. Tog
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The Financial Professionals of Benjamin W. Wong CFP®, are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a registered Investment Adviser
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, HI, ID, IL, MA, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OR, SD, TX, UT, VA, VT, WA, WV. No offers may be m
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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