Welcome to the fifth of our bonus episodes of the Planned Solutions Incorporated Podcast. Daryl Wong joined Planned Solutions in 2016. Daryl has over a decade of experience in the financial planning business including many years operating as an independent financial planner and tax preparer. Daryl holds the CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent designations and CA Insurance License #0H16109. He is also a former instructor for the Personal Financial Planning Certificate Program offered through the UC Davis Extension Certificate Program. Daryl’s passions include spending time with family and friends, wine tasting, trying new restaurants, and staying active.

To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail [email protected]

The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action.

Planned Solutions, Inc.

ADDRESS: PHONE:

1130 Iron Point Road, Suite 170 (916) 361-0100

Folsom, CA 95630 (800) 750-2111

E-MAIL: FAX:

[email protected] (916) 361-0191

WEB SITE:

www.PlannedSolutions.com

#finance #invest #investment #stocks #interestrate #bonds