Jonathan Wang, CFP
Michael J. Bergquist Financial & Estate Planning
Certified Financial Planner in Santa Barbara, CA
https://www.bergquistwang.com/
Address:1114 STATE STREET, SUITE 300
Santa Barbara, CA 93101
About Jonathan Wang
Jonathan Wang is a financial professional at Michael J. Bergquist Financial & Estate Planning located in Santa Barbara, California. Jonathan Wang holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jonathan Wang provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jonathan Wang1114 STATE STREET, SUITE 300
Santa Barbara, CA 93101
Phone Number:
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Website:
https://www.bergquistwang.com/
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