Jay Fong Email & Phone Number
Managing Partner, CERTIFIED FINANCIAL PLANNER ™ @ Concentrum Wealth Management
Jay Fong's Location
San Jose, CA, US
Jay Fong's Work
- Managing Partner, CERTIFIED FINANCIAL PLANNER ™ @ Concentrum Wealth Management
- CERTIFIED FINANCIAL PLANNER ™ and Senior Vice President, Investments THE FONG FINANCIAL GROUP @ Raymond James
- "VP"- Investments, CERTIFIED FINANCIAL PLANNER™, THE FONG FINANCIAL GROUP @ A.G. Edwards & Sons, Inc.
- "VP"-Investments of THE FONG FINANCIAL GROUP @ Morgan Stanley
Jay Fong's Education
- University of Arkansas
Jay Fong's Skills
- Leadership
- Portfolio Management
- Project Management
- Certified Financial Planner
- Management Des Projets
- Commitment Ceremonies
- Personal Financial Planning
- Income Protection
- Series 7
Jay Fong's Summary
Jay Fong, based in San Jose, CA, US, is currently a Managing Partner, CERTIFIED FINANCIAL PLANNER ™ at Concentrum Wealth Management, bringing experience from previous roles at Raymond James, A.G. Edwards & Sons, Inc. and Salomon Smith Barney. Jay Fong holds a University of Arkansas. With a robust skill set that includes Leadership, Portfolio Management, Project Management, Certified Financial Planner, Management Des Projets and more, Jay Fong contributes valuable insights to the industry. Jay Fong has 3 emails on RocketReach.
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