Anthony Nye, CFP, CIMA
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Experience

That inspires confidence

Alissa Wong

Registered Client Associate

Alissa is an integral part of Anthony's team, responsible for managing all team operations, client requests and account administration. She joins us with over 10 years of experience with Chase Bank & Lincoln Financial. Alissa is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Alissa also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

She’s kept busy with 3 children and 2 dogs. During her free time, she enjoys reading & a good podcast.

Registered States:
  • AZ
  • CA
  • FL
  • ID
  • ME
  • MI
  • MT
  • NV
  • OR
  • TX
  • UT
  • WA

Alissa Wong

1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

Alissa Wong

Registered Client Associate

Alissa is an integral part of Anthony's team, responsible for managing all team operations, client requests and account administration. She joins us with over 10 years of experience with Chase Bank & Lincoln Financial. Alissa is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Alissa also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

She’s kept busy with 3 children and 2 dogs. During her free time, she enjoys reading & a good podcast.

Registered States:
  • AZ
  • CA
  • FL
  • ID
  • ME
  • MI
  • MT
  • NV
  • OR
  • TX
  • UT
  • WA
1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

alissa.wong@ubs.com
Alissa Wong
1610 Arden Way,Sacramento,CA,95815

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