With over 50 years of experience between them, Ron and Ben have been approached by prospective wealth management clients with questions related to divorce. Unfortunately, most of the time it was after the divorce was finalized. Over the years, we have become more aware of the financial complexities of divorce and the need to work with a trained financial expert. Divorce financial planning is unique when compared to traditional wealth management and financial planning. By expanding our services earlier in the divorce process, we aim to ensure that our clients receive the best possible settlement to help them achieve their interest and goals.
About Us | Viewpoint - Divorce Planning
Ron Sanchez, CDFA®, CFP®
Certified Divorce Financial Analyst®
Ron started in the financial services field in 1999 at MetLife Securities. Adding value by increasing the quality of his clients' lives and watching their financial independence dream become reality is what really gave Ron a sense of living a life of significance. Over the years, Ron has provided educational workshops at Fortune 500 companies or through many adult education platforms regarding benefit planning and financial planning for families with special kids (special needs).
In 2017, Ron decided to work with a broker/dealer that was 100 percent independent. Soon after, he met Ben Wong, and later in 2017, the name Viewpoint Financial Network was created.
Ron is a Certified Divorce Financial Analyst® and a CERTIFIED FINANCIAL PLANNER® professional. He is trained in both mediation and collaborative divorce because he understands how these processes increase communication and understanding, providing clients with holistic solutions.
Ron has been a coach/referee for the Special Olympics. He has also coached for AYSO Mt. Diablo Soccer. He is a past board member of the National Association of Insurance & Financial Advisors, Mt. Diablo. He has also volunteered and served on his neighborhood HOA. Golf, racquetball, mountain biking, and playing chess are a few of his joys. Ron has been married to his wife since 2008. They are grateful and blessed to have two amazing children and one Bengal cat.
Benjamin W. Wong, CFP®, AIF®, MBA
CERTIFIED FINANCIAL PLANNER™
Ben is the founder and managing principal at Viewpoint Financial Network. Since 1983, Ben has enjoyed seeing clients find security and a feeling of success in their financial lives through his efforts and those of his colleagues. We help them find comfort in a sometimes very scary part of their lives—their finances. Most of us know how to make money in our professions, but very few of us are equipped to manage that wealth, positioning ourselves favorably now and into the future.
Ben has been an independent investment advisor and registered principal for 34 years. He has served on the board of directors for an independent regional broker/dealer for eight years, which helped him develop a strong sense of the industry and gave him experience in working in a directional decision-making team.
In spite of his role as a business owner, his time at work is primarily spent with clients as their financial planner, investment advisor, and confidant.
Ben finds a lot of release and freedom in playing his bass, whether for live performance or recording. He enjoys his family and friends, especially over a meal and a glass of wine. Ben also likes to run and golf when he has time.