WHY VIEWPOINT

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The people of today are occupied.

Advances in technology have accelerated the speed of life, bringing us more choices and opportunities than we had before. Every day, life grows quicker and our reach grows broader.

In this moving, changing form that life now assumes, how can there be a space to attend to something so intricate and time consuming as your finances?

Finance is an industry not known for its technological efficiency. Operational efficiency is a struggle for most advisors; but at Viewpoint we embrace it. While others make the whole process of managing your wealth more complicated than it needs to be, at Viewpoint we are always striving to make things simpler.

This is what distinguishes how clients experience us.

We have structured the way we work with clients to serve them on their time. Our highly sophisticated technology works in the background so that our team can meet you where you are in life with a service that is highly personalized, nimble, and uncomplicated.

 
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How We Are Compensated

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Viewpoint is a hybrid, or dual-registered, broker dealer firm. In technical terms, this means that we are registered representatives under FINRA as well as investment advisor representatives under the United States SEC.

In plain terms, this means we are giving you the choice to compensate us through commissions received in exchange for our recommendations or if you prefer on a fee basis.

 
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BENJAMIN W. WONG, CFP®, MBA, PRESIDENT, SENIOR FINANCIAL ADVISOR

Nancy Conrad, BUSINESS CONSULTANT

CYNTHIA MEYERS, CFP®, MBA, VICE PRESIDENT, SENIOR FINANCIAL ADVISOR

Paul Nelson, CFP®, MBA, Vice President, Senior Financial Advisor

GRACE NELSON, CFP® VICE PRESIDENT, SENIOR FINANCIAL ADVISOR

SHAWN SANDOVAL, CFP®, CHIEF OPERATING OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT

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ANITA FONG-CHAO, AIF®, CFP®, FINANCIAL ADVISOR

DAN TOMAN, CFP®, FINANCIAL PLANNER, LEAD INVESTMENT STRATEGIST

DON KAPLAN, CPA, FINANCIAL ADVISOR

 

RON SANCHEZ, CFP®, LUTCF,
WEALTH MANAGER

JON BEAUCHEMIN, FINANCIAL ADVISOR

MARCIEL J. CAMACHO, ENROLLED AGENT, FINANCIAL ADVISOR

 

Ankit Shah, CFP®, Financial Advisor

Kathy Patterson, CFP®, Senior Financial Advisor

 
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ANTHONY MARCELINO, FINANCIAL ADVISOR

JENNY HOOD, CFP®, ASSOCIATE FINANCIAL PLANNER

NANCY CAMACHO, FINANCIAL ADVISOR & INSURANCE SPECIALIST

 

Shabina Rafiq, Financial ADVISOR

 
 
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ADELE IWASAKI, ADMINISTRATIVE ASSISTANT 

ANTOINETTE KISTLER, EXECUTIVE ASSISTANT AND OFFICE MANAGER

CHERYL MCCULLOUGH, OPERATIONS SPECIALIST

EUNICE HO, OPERATIONS SPECIALIST

 

GAYLE PLAYDON, PARAPLANNER

JANAE SOWARDS, OPERATIONS SPECIALIST

KEITH MUIR, SENIOR FINANCIAL PARAPLANNER

MATT WONG, IT AMBASSADOR & ASSISTANT

 

MELINDA BANISTER, CLIENT SERVICE SPECIALIST

MINDY HEDGES, OPERATIONS SPECIALIST

SHARLA CAPENER, CLIENT SERVICE ADMINISTRATOR

SYLVIA CRAIG, CLIENT SERVICE ADMINISTRATOR

 

THERESA CROSS, MARKETING COORDINATOR, CLIENT COMMUNICATIONS