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What Do Fil-Ams Need To Know About Financial Planning? (Ft. Jon Wong)
In this episode of MESEARCH, we meet Jonathan "Jon" Wong, who is the founder of Layari Financial, a financial planning firm based in Southern California and named after his two daughters, Aria and Layla. After 15 years working as a Financial Planner for high-net-worth families and successful business owners, he decided to follow his dream of starting his own practice, to serve people like himself: ambitious, increasingly complex life and curious to examine their relationship with money. Jon works with creatives, talented professionals, and busy families to open a dialogue about the previously taboo topics, and bring everyone into the conversation. The focus is in making planning more personal, and forging long term relationships to rely less on Google and more on a trusted partner for all financial questions and matters.
Jon is a Filipino-American and Certified Financial Planner (CFP), living in Fullerton, CA with his wife and two daughters.
Learn More:
Stay connected with us at https://www.mesearchpodcast.com/ and via social media (@mesearchpodcast):
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By MeSearch
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In this episode of MESEARCH, we meet Jonathan "Jon" Wong, who is the founder of Layari Financial, a financial planning firm based in Southern California and named after his two daughters, Aria and Layla. After 15 years working as a Financial Planner for high-net-worth families and successful business owners, he decided to follow his dream of starting his own practice, to serve people like himself: ambitious, increasingly complex life and curious to examine their relationship with money. Jon works with creatives, talented professionals, and busy families to open a dialogue about the previously taboo topics, and bring everyone into the conversation. The focus is in making planning more personal, and forging long term relationships to rely less on Google and more on a trusted partner for all financial questions and matters.
Jon is a Filipino-American and Certified Financial Planner (CFP), living in Fullerton, CA with his wife and two daughters.
Learn More:
Stay connected with us at https://www.mesearchpodcast.com/ and via social media (@mesearchpodcast):