Client Associate
Alissa Wong joins us with over 10 years of experience with Chase Bank & Lincoln Financial. She’s kept busy with 3 children and 2 dogs. During her free time, she enjoys making fresh floral arrangements, reading & a good podcast.
Client Associate
Alissa Wong joins us with over 10 years of experience with Chase Bank & Lincoln Financial. She’s kept busy with 3 children and 2 dogs. During her free time, she enjoys making fresh floral arrangements, reading & a good podcast.
Senior Wealth Strategy Associate
I've been in the financial services industry since 2008. As a Certified Financial Planner (CFP®), I bring valuable planning insight to each client relationship, and I'm passionate about helping clients fulfill their financial goals.
I am FINRA registered and hold Series 7, 66, and California state life insurance licenses. I graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned my M.A. in anthropology from California State University Sacramento. I enjoy spending time with my husband and our children, as well as scrapbooking and backpacking.
Education
Credentials
Senior Wealth Strategy Associate
I've been in the financial services industry since 2008. As a Certified Financial Planner (CFP®), I bring valuable planning insight to each client relationship, and I'm passionate about helping clients fulfill their financial goals.
I am FINRA registered and hold Series 7, 66, and California state life insurance licenses. I graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned my M.A. in anthropology from California State University Sacramento. I enjoy spending time with my husband and our children, as well as scrapbooking and backpacking.
Education
Credentials
Director
Team Administrator
I started in the financial services industry in 1982, and have held many titles throughout my career. Most recently I served as Administrative Manager for UBS Financial in the Sacramento branch before joining Anthony as Team Administrator.
I am FINRA registered and hold Series 7, 8, and 63 securities licenses. I look forward to utilizing my unique skill-set to enhance client experience. In my free time I enjoy spending time with my children and grandchildren.
Director
Team Administrator
I started in the financial services industry in 1982, and have held many titles throughout my career. Most recently I served as Administrative Manager for UBS Financial in the Sacramento branch before joining Anthony as Team Administrator.
I am FINRA registered and hold Series 7, 8, and 63 securities licenses. I look forward to utilizing my unique skill-set to enhance client experience. In my free time I enjoy spending time with my children and grandchildren.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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