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RIA · CRD 321852State-Registered Investment Adviser

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Layari Financial

Layari Financial is a fee-only financial planning firm centered on empathy, listening, and access. As a fiduciary, the firm is legally and ethically...

Overview

Layari Financial is a fee-only financial planning firm centered on empathy, listening, and access. As a fiduciary, the firm is legally and ethically committed to putting clients' needs first and does not sell products. It offers in-depth financial planning and expert asset management, positioning itself as a personal CFO for professionals and growing families.

General information

Firm type

RIA

Principals

Jon Wong

founder

Jon Wong

CERTIFIED FINANCIAL PLANNER

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