Viewpoint Financial Network in Pleasanton, California, is proud to announces that Benjamin Wong, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list was published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.
Benjamin Wong is the managing principal at Viewpoint Financial Network. He has been an individual investment advisor and regional principal since 1983. Ben enjoys seeing clients find security and a feeling of success in their financial lives.
Wayne Bloom, CEO of Commonwealth Financial Network®, Viewpoint Financial Network’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Benjamin Wong on this well-earned recognition by Forbes. Ben is committed to providing expert guidance and essential support to his clients, and we are proud to provide Viewpoint Financial Network with the business solutions they need to power their practice.”
“I am honored and proud of the Viewpoint team that made this award possible. I am blessed with great clients and people that I get to work with daily!” said Ben Wong.
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
About Viewpoint Financial Network
Viewpoint Financial Network is a California-based wealth management firm with more than 30 years in business and $1 billion in total client assets across 1,100 households. We believe in providing an uncomplicated approach to financial planning and money management that is accomplished by serving you on your time. Contact us to learn more about how Viewpoint Financial can help you bring simplicity to your financial plan. The Financial Professionals of Viewpoint Financial Network are Registered Representatives and/or Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a registered Investment Adviser.
1 This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.