hunter wong-wagner

* As an Advisor for Concord Wealth Management, I work alongside our team of experienced financial planners to help clients reach financial goals that they never imagined possible. Through financial tools and analysis, we take your personalized goals and recommend a plan unique to you and your situation. Our comprehensive six-step process is as follows: * Identify and prioritize objectives * Gather information * Analyze your situation * Propose solutions * Plan implementation * Review progress I've invested my time and education into financial planning because I've always enjoyed working with and helping people. My goal is to empower my clients with the knowledge and guidance to make sound investment decisions that will ultimately lead to financial freedom.

Assisted in planning, organization and coordination of after school program and summer camp activities. Worked to ensure all project and program goals were reached or exceeded. Chaperoned students on field trips. Tutored students and helped with homework. Helped with building children's character and social skills.

Observed client meetings. Worked alongside financial planners to create financial plans. Inputed data into eMoney Advisor software for financial plans. Attended weekly sales builder meetings.