Jessica Gong
A California native, Jessica Gong started her career in the financial services industry in 2012, specializing in life insurance and annuity products to help small business owners, individuals and teachers with protective strategies and maximizing retirement income. Jessica joined One Oak Wealth Management in 2015 as an Administrative Associate, where she then acquired her securities licenses to offer the full breadth of support to the advisors and team.
Jessica’s favorite part of her role is working with our clients – whether it’s gathering new account information, facilitating rollovers or assisting with financial plans, her main goal is to help clients feel confident and at-ease.
Jessica is passionate about spending time in Mother Nature, practicing/teaching yoga, mountain biking, and annoying her two cats, Jules and Verne.
Professional
FINRA Series 7 & 66 registrations held through LPL Financial
California Life-Only Insurance License