Daryl Wong joined Planned Solutions in 2016. Daryl has over a decade of experience in the financial planning business including many years operating as an independent financial planner and tax preparer. Daryl holds the CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent designations and CA Insurance License #0H16109. He is also a former instructor for the Personal Financial Planning Certificate Program offered through the UC Davis Extension Certificate Program. Daryl’s passions include spending time with family and friends, wine tasting, trying new restaurants, and staying active.