Barry Wong | Financial Advisor | Rohnert Park, CA | U.S. Bancorp Wealth Management

Barry Wong

Wealth Management Advisor
U.S. Bancorp Investments
CFP professional®, CWS®

707.547.0331

Primary Office
6500 Commerce Boulevard
Rohnert Park, CA 94928
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About Me

It is my pleasure to serve the financial needs of people in my native Sonoma County area. I started in the financial industry in 1992 and became a Wealth Management Advisor in 2001. I hold a Bachelor of Science degree in agricultural and managerial economics from the University of California, Davis in Davis, California.

California Insurance License #0B97000.

 

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my community, I am involved with the Santa Rosa Neptune Swim Team. In my free time, I enjoy golf, softball and traveling with family.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.