My Team

Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or make any other requests, please let us know.

Aaron T Gong

Aaron T Gong, CFP®

Associate Wealth Management Advisor
Office 415-733-6792
Fax 415-296-1080

Aaron currently heads the investment client services division of the practice. He assists clients with opening and maintaining investment accounts. Along with his duties on the investment side, Aaron helps analyze, create, and implement comprehensive retirement and estate plans for clients.

Aaron is a California native and graduated from UC Davis with a B.S in Managerial Economics. He holds a CFP® certification, Series 7 and Series 66 licenses as well as his California Life & Health license.

In his spare time, Aaron enjoys running and training for half marathons. He is always ready to try new restaurants around the Bay Area, and participates in a dinner club with a group of his close friends.


David C Walther, CLU®, CFP®
Wealth Management Advisor

Physicians Nationwide Financial and Insurance Services


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck