Paulina Wong is an Investment Associate with J.P. Morgan Wealth Management. As a member of Elaine Meyers' wealth management group, she provides operational support and portfolio analytics for new and existing clients. She works in all facets of wealth management, such as rebalancing portfolios, building and maintaining client relationships. Paulina is also a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals have completed extensive training and experience requirements, and are held to higher ethical standards.
Paulina graduated from San Francisco State University with a B.S. in Corporate Finance. She has more than ten years of experience in the financial services industry. Paulina joined J.P. Morgan from Neuberger Berman. She maintains her FINRA Series 7 and 66 licenses.
Paulina is a native of San Francisco, and in her free time, she enjoys traveling, cooking and dining out at trendy restaurants.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.