Jessica, Wong, AFC®

Jessica, Wong, AFC®

Client Relationship Manager

Jessica joined Soltis Investment Advisors in 2019 in the role of Client Relationship Manager. She received her bachelor’s degree in Personal Financial Planning from Utah Valley University, and has 5+ years’ experience working various office roles.

 While attending university, Jessica volunteered at UVU’s Money Management Resource Center as a financial coach/counselor. She holds the Accredited Financial Counselor® designation and loves helping people with budgeting, debt management, and changing financial behavior.

 Jessica enjoys being active and trying new things. She and her husband find fun in traveling, cooking, and spending time with their puppy.