Neal Quon

Neal Quon began his career in the financial services industry in 1997 and is a graduate of Texas Tech University with a Bachelor of Sciences degree in Family Financial Planning.

Being an independent advisor gives Neal an understanding of the challenges financial advisors face when selecting the tools to best meet the needs of their clients.  He has worked for and served as a consultant for many of the the industry’s leading service providers. This includes Albridge Solutions and CashEdge, Inc.  Neal has consulted top advisors with independent broker dealers and was the Practice Consulting Manager for the Pacific Life group of broker dealers prior to their sale to LPL.