CoverProfile

Jay Fong

Managing Partner, CERTIFIED FINANCIAL PLANNER ™

Concentrum Wealth Management

United States, California, San Jose

About Me

It was the opportunity to make a lasting difference in people’s lives that inspired Jay to become a financial advisor. Since 1998, he has provided devoted, compassionate counsel to investors as he works with them to define and then help achieve their long-term financial goals. Jay is a graduate of the University of Arkansas and holds a Bachelor of Science in education with a major in kinesiology and a Master of Science in exercise science. Following his graduation, he embarked on a professional career that has included positions as senior vice president of Investments with previous firms. However, in 2013 with the desire to be truly independent and be able to offer holistic advice, he joi

View more

Profile Information

Managing Partner, CERTIFIED FINANCIAL PLANNER ™

Concentrum Wealth Management

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Jose

California

United States

Aug 2, 2024

More profiles to browse

JF
Jeffery Fong
Principal, Managing Partner
Profile Photo
Glenn Young
Wealth Advisor / Business Consultant

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University