Jessica Wong – Office Manager
Portfolio management companies and their advisors’ successes rest on three legs. One is rate of return. If you do not earn a rate of return that suits your risk tolerance and your goals, you may make a change.
Another leg is relationship. If your advisor doesn’t care about you or your investments and what is going on in your life, you may change.
Finally, servicing your account is key. Mistakes happen. How well are they handled? How are the little things dealt with? Do you feel well taken care of in your relationship with your advisor?
Our family of clients have been with us for decades. We aim to take care of them with reasonable rates of return tailored to their risk tolerances, with warm relationships, and with high-quality service.
Jessica Wong, our Office Manager, has over 7 years of professional administrative experience, which is complemented by her Bachelor’s Degree in Accounting from Peru.
With strong organizational skills and a passion for efficient process, Jessica ensures our office operations flow smoothly, contributing to a welcoming atmosphere for client visits.
Her professionalism and attention to detail, as well as her positive attitude, make her a fundamental asset for our clients and for the office.
Outside of work, she is the busy mom of one boy and a baby girl and enjoys spending time with her family.
We feel very lucky to have Jessica looking after our family of clients.