2020 Viewpoint group

Viewpoint Financial has been recognized as a 2020 Best Places to Work for Financial Advisers as announced by InvestmentNews today.

Viewpoint Financial was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“We are very honored to be recognized as a Best Place to Work this year, and it is a great reflection of the amazing team we’ve built at Viewpoint,” said Ben Wong, Managing Principal at Viewpoint Financial. “Our people are what make Viewpoint such a special place and we are eternally grateful for all they do to set us apart.”

Now in its third year, InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

"We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture," said George Moriarty, InvestmentNews chief content officer. "They are role models to the industry, in that they empower advisers to focus on delivering exceptional service to their clients." 

You can see Viewpoint Financial in the April 27th issue of InvestmentNews and at

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.

About InvestmentNews:

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of Bonhill Group.

* These awards are not indicative of the advisors’ future performance. Your experiences may vary.

** As of April 8, 2020