Jonathan Wong

CFP®, APMA®, CRPC®

Layari Financial

Founder + Principal Financial Planner

Jonathan Wong

CFP®, APMA®, CRPC®

Layari Financial

Founder + Principal Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jonathan Wong, CFP®, APMA®, CRPC®

562-850-3533

Fee-Only financial planner located in Orange County, CA, serving clients locally and across the country

Meet Jonathan Wong

Jonathan Wong is a fee-only financial planner. Layari Financial provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial planner, Jonathan Wong is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Jonathan Wong is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jonathan Wong is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jonathan Wong

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Office Locations:

  • Fullerton, CA 92831

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