CoverProfile

Jeffery Fong

Principal, Managing Partner

Concentrum Wealth Management

United States, California, San Jose

About Me

Jeff is tireless in his pursuit of excellence – in the work he does, in the results he achieves and in the relationships he builds with each client. His desire to help people realize lifelong goals and create lasting financial legacies brought him to the financial services industry, and he has spent the past 28 years providing individuals and businesses with multidimensional, holistic wealth management solutions. A graduate of the University of Arkansas, where he earned a Bachelor of Science in business administration, Jeff’s financial career started with Kemper Securities (later Everen Securities, now Wachovia) in 1994. He went on to become a senior vice president of investments with previo
View more

Profile Information

Principal, Managing Partner

Concentrum Wealth Management

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Jose

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Glenn Young
Wealth Advisor / Business Consultant
JF
Jay Fong
Managing Partner, CERTIFIED FINANCIAL PLANNER ™

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University