Stephanie Dyane Photography - 2017 -1174BW*.jpg

Matt Wong, IT Ambassador, Financial Planner Assistant

Viewpoint - Pleasanton

I keep the Viewpoint office technology up to date, offering technical support for clients in Investor 360, maintaining our cloud-based storage, and educating our staff on its use. I believe in helping people, and I enjoy supporting clients in building healthy financial habits and making excellent decisions for future generations.

I started working with the Viewpoint team in 2012 while finishing my education, and now I work full time.

I enjoy music with the worship team at my church, where I play the Cajon (Drum Box). My other hobbies include playing video games, sketching, and learning about food and cooking.

B.A., Business Administration, IT management focus, California State University, East Bay

Coursework, Computer Science, California State University, East Bay

Volunteer, Calvary Tri Valley Church 


7011 Koll Center Parkway, Suite 260, Pleasanton CA 95825    |   925-227-8858   |