Benjamin W. Wong, CFP® and Associates joins Commonwealth Financial Network®
Waltham, MA (August 14, 2014)—Commonwealth Financial Network® today announces the addition of Benjamin W. Wong, CFP® and Associates of Pleasanton, California, to its network of independent financial advisors. Formerly affiliated with Financial Telesis Inc., recently purchased by LPL Financial, Benjamin Wong, along with his affiliated offices, brings with him $700 million in client assets.
Benjamin W. Wong, CFP® and Associates is a full-service financial planning firm. For more than three decades, Wong and his dedicated staff have provided personal financial planning and investment management to a wide range of clients, with the goal of offering tailor-made solutions to help meet clients’ unique needs and fulfill both their short- and long-term goals.
“It is a pleasure to welcome Benjamin W. Wong, CFP® and Associates to Commonwealth,” said Andrew Daniels, managing principal of business development at Commonwealth. “I knew this practice was a fit within the first 10 seconds of meeting the team. We share the same business culture and take a values-based approach to client serviceâ€”that alignment is a formula for a successful partnership. We will work alongside Benjamin and his partners to provide the infrastructure and support to bring leverage to his practice and advisors.”
“Finding the right fit was extremely important to us,” said Wong. “Commonwealth offers the boutique broker/dealer feel with the scale that gives us confidence and peace of mind in knowing we are supported across the board.”
Wong added, “Commonwealth is privately held, so I feel our best interests are protected, and meeting the partners and staff at the home office visit was the tipping point. It was then we knew both the tangiblesâ€”from an impressive Compliance team, to a fully integrated technology platformâ€”and the intangibles were covered.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealerâ€“RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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