We are a holistic financial planning firm that believes in the creation of a comprehensive financial roadmap for our clients. We believe in building a strong foundation through maximum protection strategies, cash value insurance, and fee-based wealth management solutions. Our efforts are focused towards creating and furthering an environment where financial professionals can fully dedicate their attention to their clients.
We build balanced financial planning practices where planners own and run their own businesses at an elite level of service for an optimal client experience. We provide support and resources through practice development, professional coaching, continuing education, advanced technology utilization, and financial planning business model integration for planners to not only envision, but to execute – a multi-disciplinary practice.
We invest in the highest caliber financial professionals who believe that integrity, honesty, and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice. If you’re struggling with resources, support, culture, and/or ownership of your practice, or don’t have a clear path to create the practice you envision, we would love to have a conversation.
Phone: 408-421-6598 Email: email@example.com
Diana Wong is an Insurance/Registered Representative and Vice President of MassMutual Northern California. MassMutual refers to Massachusetts Mutual Life Insurance Company (MassMutual)
She is licensed to sell insurance in: CA and securities in: CA. Domiciled in Fremont, CA Insurance License # 0K63394. She is a registered representative of and offers securities through MML Investors Services, LLC., member SIPC. Supervisory address: 3003 Oak Rd, Suite 250, Walnut Creek, CA 94597 (925) 979-2300.
San Jose University ( 1983 - 1988)
- Chinese – Cantonese
- Chinese – Mandarin
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Diana’s Licenses and Disclosures