Jessica Gong began in the life insurance and annuity industry in 2012, where she specialized in assisting small business owners, individuals and teachers with protective strategies and maximizing retirement income. She joined One Oak Wealth Management in 2015 as an administrative associate, providing support for all administrative and operational tasks such as processing client requests, meeting preparation for client appointments and maintaining office records.
She has since expanded her role to be the primary contact for all insurance related business for the firm. Her responsibilities include, but are not limited to, analyzing client’s potential insurance needs, product research on new and existing business, filing applications, and acting as liaison between insurance companies and clients to ensure timely and high-quality service. Jessica values understanding a client’s complete financial picture to ensure all avenues are evaluated. She believes in using insurance products to cover gaps in client’s financial plans such as Long-Term Care coverage, guaranteed income and life insurance.
Outside of One Oak, Jessica is a Yoga Instructor and Yoga Therapist in training. She loves all outdoor activities, her favorites are mountain biking, slacklining/highlining, acro-yoga and hiking/backpacking.
FINRA Series 7 and 66 held through LPL Financial
California Life-Only Insurance License