Felicia Wong

Felicia Wong

Financial Planner
Las Vegas, Nevada, United States

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Work Experience

Financial Futures LLC

Financial Planner

2022-07-01 - Present

Four15 Advisors

Tax Consultant

2022-01-01 - Present

Aventurine Planning

President

2021-07-01 - Present

Zweig & Associates, CPAs, LLP

Tax Preparer

2020-12-01 - 2023-05-01

Tutoring with Felicia

Accounting Tutor

2020-06-01 - 2021-06-01

EY

Assurance Senior

2018-10-01 - 2020-03-01

Chapman University

Supplemental Instructor (SI) -- Managerial Accounting

2015-09-01 - 2016-05-01

International Sanctuary

Accounting Intern

2014-02-01 - 2014-05-01

Skills

budgeting cash flow management investment management retirement income planning debt management education planning insurance review estate planning charitable giving

Languages

English