Viewpoint Financial Network, a provider of financial services in Pleasanton, CA, announced that Benjamin Wong, CFP®, AIF® has been named to Forbes list of Best-In-State Wealth Advisors for 2021. The list is published on www.forbes.com.
According to Forbes, a leading financial publication, the ranking reflects 5,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets. List makers are determined based on client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms).
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to serving our clients on their time,” said Ben Wong. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
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.
The 2021 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, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
1This 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.
2Portfolio 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.