Felicia Wong, CFP®, CPA

Felicia Wong is the founder of Aventurine Planning, a full-service tax firm, and is a financial advisor with Financial Futures LLC, a fee-only fiduciary, independent financial planning and investment management firm specializing in tax planning.

Felicia has always been fascinated with teaching, learning, and financial well-being. As a result, she has combined her passions with her expertise to help individuals plan a secure financial future. Felicia began her career in auditing, where she earned her CPA and developed an understanding of business operations and finance. She then shifted to tax services to have a more direct impact on individuals and earned her CFP® along the way. She aims to build long-lasting relationships, teaching others and empowering them to align their financial goals with their life objectives.

She specializes in working with women in tech and employees with equity compensation, including stock options and stock purchase plans. She also is active in content creation, sharing educational and fun content with her audience to bring a lighter side to financial literacy.

Felicia graduated from Chapman University with a double major in Accounting and Business Administration and a minor in Education.