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Mae Joy Wen Capital Advisory Group
Mae Joy "MJ" S.
Client Service Associate

As client services associate, MJ provides general administrative support such as communicating with clients & vendors, managing emails, and handling routine correspondence. She manages paperwork processing for clients account operation and ensures superior client experience.

She finds joy & inspiration in cooking, fashion, and traveling.

Mila client service associate Wen Capital Advisory Group
Mila F.
Operation Associate

As an operation associate, Mila is responsible for identifying and resolving client day-to-day queries by collaborating with the right department. She provides technical assistance on products and service.

Mila loves to spend her free time reading the classics and visiting art exhibits whenever possible.

Karen M. client service associate Wen Capital Advisory Group
Karen M.
Admin Associate

Karen takes care of client account management, firm's process management, and marketing.

She brings 12 years of professional experience performing database management and client servicing to Wen Capital Advisory.

Golf aerial shot Wen Capital Advisory Group

PHONE: (800) 916-9860

FAX: (800) 935-1343

MAILING ADDRESS:

3060 El Cerrito Plaza

#178

El Cerrito, CA, 94530

OFFICES: 

Walnut creek office Wen Capital Advisory Group

1990 North California Blvd

Suite 830

Walnut Creek, CA, 94596

(925) 232-6011

El Cerrito office Wen Capital Advisory Group

11100 San Pablo Ave

Suite 210

El Cerrito, CA, 94530

(510) 778-9110

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© 2024 by Wen Capital Advisory Group, Inc., an independent registered investment adviser firm.  All rights reserved.

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