Jessica Y Wong
Wealth Management Advisor|CPA, CLTC®
Professional
I worked 10 years in public accounting at the 5th largest CPA firm, McGladrey. Where I was made a partner in 8 short years. I decided I wanted to do something that I felt had a more direct impact to those I meet.
I joined Morgan Stanley Smith Barney as a financial advisor in 2009 and was there for 3 years. I decided I needed to expand my practice to grow with my clients. I joined Northwestern Mutual in 2012 as a Wealth Management Advisor working with individuals, families and closely held businesses.
Personally, I am a Chinese Immigrant and have been fortunate to have the opportunity to go to an Ivy League school. My husband and I are college sweethearts. We have a Daughter and 2 Goldendoodles.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
We have a well rounded approach to being a one stop shop for all financial matters that you need now and as your grow.
Financial Planning
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Life Insurance Strategies
Education Planning & Funding
Disability Planning
Estate Planning
Business Employee & Executive Benefits Planning