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Aron Wong

Private Wealth Analyst

Cooper McManus

United States, California, Irvine

About Me

As a Financial Planning Analyst, Aron works with Joel Staples to develop wealth management and retirement planning solutions that help individuals achieve financial security and meet their goals, however they define them. Committed to building long-term relationships with clients, he derives immense satisfaction bringing the planning process to fruition.

Profile Information

Private Wealth Analyst

Cooper McManus

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Irvine

California

United States

Jan 15, 2025

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