what you do today can improve all your tomorrows
Jeff Y Wong
Financial Advisor
Gifting you our first meeting here
Professional
I have over three decades of professional sales experience in various industries from technology to medical to financial services. Seeing the world from the client's viewpoint has always been vital to gaining my client's confidence, trust, and their endorsements and ultimately our mutual success.
I firmly believe the resources we have available to our clients here at Northwestern Mutual can help them achieve their personal financial goals.
Years of Experience
Representing Northwestern Mutual since 2016.
Personal
Jeff is a 4th generation native from the the San Francisco area.
As director of a faith based youth sports program for the past decade, Jeff has passionately invested back into the San Francisco Bay Area community through coaching and mentoring youth in sports. Jeff's primary motivation for volunteering his time and effort into youth sports development is the the joy and confidence experienced by these young athletes as they develop their skills on and off the court.
A passionate amateur chef, he has used his cooking talents to raise money for various charities through private chef events.
Here are my areas of expertise
Tax-Efficient Strategies
Financial Planning
Retirement Planning & Income Strategies
Long-Term Care Planning
Disability Planning
Education Planning & Funding
Life Insurance Strategies
Estate Planning
Making a difference & Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Sunset YOUTH Hoops
Jeff is the founding youth athletic director for Sunset YOUTH Hoops, a community faith based youth summer program in San Francisco's sunset district. Every summer children from the neighborhoods across San Francisco connect through basketball, volleyball, badminton and softball leagues in the Chinese Christian Union sports leagues. Jeff has been instrumental in developing players and coaches through friendly but competitive sports activity every summer since 2006. Now entering its 12 season with over 200 players and dozens of coaches and fellowship leaders every summer. with the key support of Sunset Church and the Chinese Christian Union, the local community is provided a safe and rewarding environment to develop young bodies, minds, and spirits through sports.
Volunteer at SF City Impact
We exist to intervene on behalf of the people of the Tenderloin Changing one life at a time!
Find out more about how SF City Impact is serving the community.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
