David Yoon Chong

Current Employers

Employment History

• 03/2013 → Present
  Oaktree Wealth Group, Inc.
  Newport Beach, CA
• 02/2017 → 11/2018
  Align Financial Coaching, Llc
  Los Angeles, CA
• 12/2018 → 12/2021
  Schomer Wealth Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2017-02-22 → 2022-06-24
  Schomer Wealth Advisors, Llc
  El Segundo, CA
• 2008-09-26 → 2013-04-26
  Park Avenue Securities Llc
  Laguna Niguel, CA
  San Diego, CA
  Newport Beach, CA
• 2007-03-28 → 2008-08-06
  Crown Wealth Management, Inc.
  Huntington Beach, CA
  Costa Mesa, CA

Other Businesses

I am the owner and president of Oaktree Wealth Group Inc, which is a financial advisory firm. In my role, I oversee the operations of the firm and provide investment advisory services to clients. I am a licensed insurance agent.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-20

Designations