

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
Profile Information
Principal, Managing Partner
Concentrum Wealth Management
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Jose
California
United States
May 15, 2024
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