Jim Wong, ChFC
Private Wealth Manager at Insight Advisors, LLC.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Cantonese, chinese -
Topline Score
Bio
Credentials
-
COVID-19 Contact Tracing
CourseraDec, 2020- Nov, 2024 -
Tennis professional Instructor
Professional Tennis Registry - PTRJan, 2006- Nov, 2024 -
Chartered Financial Consultant, ChFC
The American CollegeAug, 2002- Nov, 2024 -
CPR & AED
National Academy of Sports Medicine (NASM)/ AFAAOct, 2021- Nov, 2024
Experience
-
Insight Advisors, LLC.
-
United States
-
Financial Services
-
1 - 100 Employee
-
Private Wealth Manager
-
Mar 2018 - Present
We are an Independent Wealth Management firm specializing in helping high net worth clients finding solutions to their Financial goals. We are a fee only firm where we believe " Fees matter " and we are completely "transparent" to our solutions and platform in assisting you reach your Financial goals. Insight Advisors provide you with guidance with every aspect of your financial life. Investments & Retirement, Insurance, Mortgage & Debt, Estate Planning, and Business Consulting. Show less
-
-
-
PNC
-
United States
-
Financial Services
-
700 & Above Employee
-
Senior Financial Advisor
-
Dec 2015 - Mar 2018
Consults on investment and Insurance strategies, as well as the development of financial plans for clients. Grow and retain an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and / or executing opportunities and making referrals to internal business partners as appropriate. Also, actively and regularly coaches and educates branch staff and business partners to identify investment opportunities. Consults on investment and Insurance strategies, as well as the development of financial plans for clients. Grow and retain an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and / or executing opportunities and making referrals to internal business partners as appropriate. Also, actively and regularly coaches and educates branch staff and business partners to identify investment opportunities.
-
-
-
TD Ameritrade
-
United States
-
Financial Services
-
700 & Above Employee
-
Investment Consultant
-
Jul 2010 - Sep 2015
I help clients find solutions to their investment goals and needs. In addition to bringing in new assets to the firm at $12M a quarter. I help clients find solutions to their investment goals and needs. In addition to bringing in new assets to the firm at $12M a quarter.
-
-
-
-
Financial Consultant
-
Jul 2000 - Jul 2010
Offer clients solutions to their financial and insurance needs under an independent platform. Offer clients solutions to their financial and insurance needs under an independent platform.
-
-
-
AXA Advisors, LLC
-
United States
-
Financial Services
-
700 & Above Employee
-
Reg. Rep
-
Jan 1986 - Jul 2000
Help clients with their insurance and financial needs Help clients with their insurance and financial needs
-
-
Education
-
1980 - 1984
Rider University
BS, Business Administration and Management, General
Community
