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

financial advisor in Rohnert Park Barry Wong

Wealth Management Advisor
U.S. Bancorp Investments


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 financial advisor in 2001. I hold a Bachelor of Science degree in agricultural and managerial economics from the University of California-Davis. California Insurance License #0B97000.

I want to make managing your finances as easy as possible for you. As your financial 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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.