Benjamin Wong, CFP®, AIF®

Managing Director & Senior Wealth Advisor

Designations and Licenses

Benjamin is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® designee.

Experience and Education

Benjamin specializes in helping clients find security and success in their financial lives. He assists with building wealth management plans and helps position his clients favorably for their financial future.

Prior to joining Mariner Wealth Advisors, he was the managing principal for Viewpoint Financial Network. Prior to that, he worked for Commonwealth Financial Network and several small regional broker dealers. He began his career at Waddell & Reed in Kansas City.

Benjamin holds a bachelor’s degree in finance from California State University, East Bay and an MBA in finance from California State University, East Bay.

Accolades

Benjamin was named Forbes’ Best-In-State Wealth Advisor, ranking #17 in 2022 and 2021, to Barron’s Top 1,200 Advisors list, ranking #107 in California in 2022.

Personal Interests

Benjamin is an active musician. He has played with artists like Ronnie Montrose, Babylon AD, Peter Wolf and Larry Carter of Romeo Void. He enjoys cooking, golfing and spending time with his granddaughter.

Benjamin’s Offices

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2021 through 2022 were published in February 2021 and April 2022, and were based on June 30th data, including 1- and 5-year periods.

Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2022 were published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods.

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