Mea-Lynn Wong, CFP
Advisory Board Member, Mentor
Mea-Lynn Wong is full-time MBA Student at Yale University. Previously, she was a Vice President Financial Consultant at Charles Schwab in Santa Monica, CA. She obtained her Certified Financial Planner (CFP) designation in 2020. At Schwab, she manages a book of businesses and helps individuals with portfolio management, lending, and financial planning. Previously, she worked as an Intern at Boston Private and as an Accounting Intern for Flying Food Group. Wong received her Bachelor of Science in Economics and a minor in Accounting from the University of California, Los Angeles.
Wong serves on the Advisory Board and is also a mentor for IMPACT. She strives to help others receive access to the resources and information necessary to be successful. Her passion is to inspire and encourage those in the community that are working hard to build their careers. She wants to be able to share her expertise in finance to highlight the importance of investing in yourself and your business.
“Be the change that you wish to see in the world.” – Gandhi