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        (858) 650-6830CallVisit WebsiteVisit WebsiteMap & DirectionsDirections9275 Sky Park Ct Ste 425San Diego, CA 92123Write a ReviewWrite Review

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        General Info
        Wendy Shieh Jones Wendy's financial planning philosophy begins with a simple concept; find the balance between living life to the fullest now and saving for the future. Wendy's 17+ years in the financial service business have taken her through many transitions from working in real estate and mortgages, to concentrating on insurance and risk management, to building investment portfolios. These experiences have taught her that there is no one size fits all plan for her clients and each person's situation is unique.
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        Banks

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        Details

        Phone: (858) 650-6830

        Address: 9275 Sky Park Ct Ste 425, San Diego, CA 92123

        Website: website

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