Ryan Wong is a graduate of the University of California Davis, earning his Bachelor of Science in Managerial Economics with a Minor in Technology Management. As a ParaPlanner for Pettinelli Financial Partners, he plays a vital role on the team surrounding his client base. He supports his client team and Service Advisor as well the Operations Specialist in building financial plans, meeting preparation, service requests, support and follow up.
Ryan comes to Pettinelli Financial Partners with various internship leadership experiences including those with Waddell and Reed Financial Advising and Planning Firm and a Davis Financial Training Program where he was promoted to head administrator. In addition to being involved in the Boys Scouts of America to achieve Eagle Scout status and an active soccer player, he is also dedicated to his musical talents. He’s been a music director of his Davis a cappella group and is well versed in trombone, piano, guitar and ukulele. “Just as determination, preparation, and two ears for listening mold a musician, the same goes for successfully serving clients as they plan for their financial futures,” comments Ryan.