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CFA Institute Member Profile

Jonathan K. Duong, CFA

DENVER, CO, USA
Awarded the CFA charter on 17 October 2011
  • Postal Code
    80202 5428
  • Contact Information
    http://WealthEngineersLLC.com
  • Societies
    CFA Society Colorado
  • Professional Profile
    Current Employer: Wealth Engineers Job Title: President and Founder Job Function: Financial Adviser/Planner/Wealth Manager
  • Financial Adviser Profile
    Scope of Advisement: Financial Planning · Investment Management · Retirement Planning · Risk Management Minimum Account Size: 200000 Dollar Company Assets Under Management: < 250 million

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