Member Spotlight: Jessica Wong - Blind Spots in a Financial Plan
Thu, May 20
|Zoom Conference
Jessica will share insights on how to be proactive and “own” your financial plan beyond traditional saving and investing.
Time & Location
May 20, 2021, 2:00 PM – 3:00 PM EDT
Zoom Conference
Guests
About the event
Jessica Wong, CPA, CLTC has built a robust advisory and insurance practice at Northwestern Mutual’s office in New York City. She works with highly successful professionals and business owners to develop customized tax-advantaged strategies to grow, protect, preserve and transfer their wealth.
Formerly, Jessica was a financial advisor at Morgan Stanley’s Wealth Management Company managing a sizable investment portfolio and a partner at the fifth largest public accounting firm, McGladrey & Pullen, LLP.
Jessica received her Bachelor of Science degree from the University of Pennsylvania- Wharton School of Business in Accounting and Strategic Management.
Jessica lives in Westport, CT, and has a 10-year-old daughter and 2 Goldendoodles. She loves to travel and explore new cultures. The last trip she took before the pandemic was to Cartagena, Columbia with her husband.