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Tanner Wong

Tanner Wong

Financial Planning Assistant

808-695-3767

808-834-5604

tanner@codafinancialgroup.com

Tanner is a Registered Assistant with Coda Financial Group, supporting Daniel Coda’s team in streamlining operations, enhancing client communication, and ensuring seamless meeting preparation and follow-up.

He holds a Bachelor’s degree in Business Administration with a focus on Finance from the University of Hawaii and is actively working toward his goal of becoming a Financial Advisor.

Outside of work, Tanner enjoys bodysurfing, hiking, and spending time with his girlfriend, Sienna.

Licenses & Registrations:

  • Securities Registrations: Series 7 and 66
  • Licensed Life and Health Insurance Producer