Meet Joyce

Joyce Wong is the Founder and President of California Benefit Planner, where she leverages her extensive experience in benefit plans to provide top-tier services to her clients. In addition to her leadership role at California Benefit Planner, Joyce serves as a Board of Director at Royal Business Bank, contributing her financial and strategic expertise to the institution.

She is also a Director of the Fan Charitable Foundation, where she plays a vital role in guiding the foundation’s philanthropic efforts. Joyce’s diverse roles and deep knowledge make her a distinguished leader in her field.

Her Credentials

• Qualified Pension Administrator (QPA)
• Designation’s Organization –American Society of Pension Professionals & Actuaries (ASPPA)
• Qualified 401k Administrator (QKA)
• Designation’s Organization –American Society of Pension Professionals & Actuaries (ASPPA)
• Enrolled Retirement Plan Agent (ERPA)
• Designation’s Organization – Internal Revenue Service (IRS)