Sarah Wong
About Sarah Wong
Sarah Wong is a Financial Services Representative with a California insurance license, currently working at Western & Southern Financial Group and California Financial Partners, Inc. She transitioned from civil engineering to entrepreneurship before entering the financial services industry and has a passion for sports and culinary activities.
Work at Western & Southern Financial Group
Sarah Wong has been employed at Western & Southern Financial Group as a Financial Services Representative since 2020. She operates out of Cerritos, California, where she provides financial services to clients. Her role involves assisting clients in understanding their financial options and guiding them in making informed decisions.
Current Role at California Financial Partners, Inc.
In addition to her position at Western & Southern Financial Group, Sarah Wong serves as a Client Services Associate at California Financial Partners, Inc. since 2021. Based in Glendale, California, she has been in this role for three years, focusing on client relations and support within the financial services sector.
Education and Expertise
Sarah Wong studied at the University of California, Irvine, where she earned both her Bachelor's and Master's degrees in Civil Engineering from 1986 to 1993. This educational background has provided her with a strong analytical foundation that she applies in her current financial services roles.
Background in Civil Engineering and Entrepreneurship
Before entering the financial services industry, Sarah Wong transitioned from a career in civil engineering to entrepreneurship. This shift allowed her to develop a diverse skill set that she now utilizes in her financial services career. She previously worked as an Insurance Agent at New York Life Insurance Company from 2018 to 2020.
Personal Interests and Activities
Outside of her professional life, Sarah Wong enjoys culinary activities and is known for her cooking skills. She has a passion for sports, particularly tennis and pickleball, where she often takes on leadership roles, such as captaining tennis matches. Additionally, she maintains a dynamic lifestyle by engaging in regular intense workouts.