As the Data Input Analyst, Isabel Fong Wu works alongside One Wealth Management’s Insurance team as well as Investment team. She assists in reviewing client background and financial information, maintains One Wealth Management’s CRM Salesforce System as well as the Box cloud server, and inputs client data into One Wealth Management’s databases. She also monitors, maintains and prepares final client file meetings for all advisors and provides a range of administrative support to the One Wealth Management team.
Graduating Magna Cum Laude from California State University Channel Islands, Isabel received her B.A. in Sociology with a minor in Political Science. On the side, Isabel enjoys spending time with her family and friends, going to the movies, and exploring new restaurants.