Aron Wong

As a Private Wealth Analyst, Aron works with David McManus and Joel Staples to develop wealth management and retirement planning solutions that help individuals achieve financial security and meet their goals, however they define them. Committed to building long-term relationships with clients, he derives immense satisfaction bringing the planning process to fruition.

Aron entered financial services in 2019 as a Financial Representative for Northwestern Mutual and later joined DJM Financial as a Financial Planning Analyst. He earned a Bachelor of Business Administration degree with an emphasis in management at Loyola Marymount University and a professional certification in Human Resources Management from the University of California, Los Angeles. Aron also became a Wealth Management Specialist™ designee through the College for Financial Planning in 2024.

A California native, Aron lives in his hometown of Huntington Beach with his wife and daughter. When he’s not planning, he can be found spending time with family, trying out a new recipe on the smoker, or cooking and baking with his daughter.

Check the background of this investment professional on FINRA BrokerCheck

California Insurance License #4023289 | Securities Series 6, 63, SIE