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        (925) 227-8858Visit WebsiteMap & Directions7011 Koll Center PkwyPleasanton, CA 94566

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        Imagine a Story of Financial Success - If You Dream It, We Can Help You Write It

        General Info
        At Viewpoint, inspiring you to achieve your definition of success is our common team vision. Through close collaboration with you, we apply knowledge and discipline acquired over decades to the process of holistic financial planning, developing a map of your future that parallels your life goals. Our founding members draw on a wide range of experience in wealth management to plot your path forward. Through one-on-one discovery sessions, we determine your unique needs and circumstances, and provide services tailored to your personal journey. Your Viewpoint advisor will employ a proven process of discovery that allows you to share your concerns and reveal your life’s goals to develop a holistic picture of your financial situation, both short- and long-term. We understand that you’ve already worked hard to lay a foundation for your success, and it’s our job to apply the discipline and knowledge to advise you on your journey. This may include financial planning for individuals or business owners, fee-based asset management, IRA Rollovers, Roth IRA's, qualified plan management for business owners, estate planning, insurance planning, or pre & post-divorce planning.
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        Services/Products
        Fee-Based Asset Management - Financial Planning For Individuals - Business & Institutions - Pensions, IRA Rollovers, ROTH - Estate Tax Planning - Insurance Planning - Risk Analysis - Pre & Post Divorce Planning
        Brands
        Benjamin Wong is a registered representative and investment adviser representative with and offers securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser. , Fixed insurance products and services offered by Benjamin W. Wong, CFP® and Associates. CA Insurance License 0659837., No offers may be made or accepted from any resident outside these states due to various state regulation requirements regarding investment products and services., This communication is strictly intended for individuals residing in the states of (AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA, WV
        Payment method
        check
        Location
        We are located in Koll Center Parkway off the Bernal Avenue exitf of 680 near the Alameda County Fairgrounds in Pleasanton, CA. We are conveniently close to the freeway exit and the 580/680 interchange.
        Amenities
        Free Parking in lot
        Associations
        Financial Planning Association (FPA) and the Tri-Valley Estate Planning Council (TVEPC)
        Other Link

        Primary Website

        Categories
        Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Tax Reporting Service, Taxes-Consultants & Representatives
        Other Information

        Parking: Lot, Free

        Details

        Phone: (925) 227-8858

        Address: 7011 Koll Center Pkwy, Pleasanton, CA 94566

        Website: Primary Website

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