Viewpoint FA - Transition Page

 

We have some exciting news to share with you!


 

After over 30 years of affiliation, we have decided to expand and utilize the infrastructure at Viewpoint Financial Network, to give you an even higher quality of service and support going forward. 

Ben Wong, founder and managing principal of Viewpoint Financial Network, has been an invaluable mentor and partner, offering ongoing guidance and support to our representatives. This relationship began many years ago, with mutual respect and friendship with colleague Grace Nelson (my mom), who started our business. With our shared values, and an exceptional group of dedicated, talented and genuinely caring people, we feel this collaborative partnership will only enhance our uncomplicated approach to financial planning and wealth management, now and in the future. 

Viewpoint’s headquarters is in Pleasanton, CA, and to streamline the process, all phone calls to our office will be routed through the Pleasanton office. Operations specialists will assist you in transferring your call to Jon or myself, scheduling appointments and taking care of all your servicing needs. Some of you have already been in touch with our associates, and we have heard very positive feedback regarding the outstanding level of service being provided. 

We are also happy to announce that we have moved to a new office in Woodland Hills, CA and are now scheduling in-person meetings, so feel free to come in and visit us at our beautiful new location. 

Contact information for each branch is listed below.  To learn more about your expanded financial team, please visit our website at www.viewpointfn.com.  

We have taken every measure to ensure that this merger is a seamless experience for you.  There is nothing that you are required to do—no new paperwork to sign, and no new accounts to open.   

Thank you for being a valued part of our family for so many years.  We greatly appreciate our relationship with you, and we look forward to a successful future together, helping you reach your most important financial goals.

Sincerely,

Shape

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P.S.  We welcome all questions you may have, so feel free to reach out, even just to say, “Hello.”  

Pleasanton Headquarters
7011 Koll Center Parkway Suite 260,   Pleasanton CA  94556  |925-227-8858

 

 

 

 

 

“A FIRM WHOSE SUCCESS IS MEASURED NOT BY PROFITS, BUT BY CLIENTS REACHING THEIR GOALS.”