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About Wil Wong

I assess not only your financial picture but what’s important to you – whether it’s family, faith or giving back. My goal is to develop a customized financial strategy tailored specifically to your goals and values. I draw on my industry experience and comprehensive financial tools to support you in creating a personalized path to a confident financial future that reflects your priorities as well as guide you with how to share generously with the people and places you care about. Call or visit my office to schedule a time for us to connect in person or virtually.

Education & Accomplishments

FINRA Series 7 License | Series 66 License
MBA | Carlson School of Management | University of MN | 2005
BS Chemical Engineering | University of Texas Austin | 1994

Meet My Team

Capital Associates

Capital Associates

Title: Team Practice
Website: https://connect.thrivent.com/capital-associates

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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