• 159: From Surviving to Thriving with Jon Wong, CFP®

  • May 29 2024
  • Length: 46 mins
  • Podcast

159: From Surviving to Thriving with Jon Wong, CFP®

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  • Summary

  • In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a fee-only comprehensive financial planning practice helping individuals, growing families, business owners and high-level executives organize, grow and protect their assets through life’s transitions.

    Jon founded Layari Financial to offer a better experience.

    After 15 years working for larger financial planning practices, he decided to follow his dream of starting his own firm. His mission is to serve people like himself: a first generation minority, ambitious in taking control of his financial future.

    In this episode Luis and Jon discuss:

    · The entrepreneurial journey and the importance of having a strong why

    · How to setup a strong financial foundation

    · Changing your mindset to set yourself up for financial success

    · Empowering your children via education in order to create generational wealth

    And much more…..

    Resources:

    Connect with Jon

    Monarch Money Budgeting App
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