Business Operations Specialist
John joined Acord and Fong Wealth Strategies in January 2022. As the Business Operations Specialist for the Fong Team in San Ramon, John works to ensure a smooth client experience by preparing and processing new business, prepping documents for client meetings, and assisting with client contribution and distribution requests.
Outside of the office, John enjoys, skateboarding, cycling, and spending time with his wife Juliette and their two children, Julian and Audrey. You will often find them hiking, camping or spending time at the beach.