Stephen Fong in

Stephen Fong

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Chief Financial Officer at Planet DDS
📍 Irvine, California, United States

Stephen Fong is a growth-focused CFO at Planet DDS, specializing in scaling PE-backed SaaS companies. He has a track record of taking businesses like Kajabi and Planet DDS from ~$40M to over $100M in annual recurring revenue. His expertise spans finance, operations, and strategy, with a background at Microsoft and in M&A.

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Experience
19 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Irvine, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Stephen cares about

Scaling SaaS Companies
He has direct experience leading multiple PE-backed SaaS companies through significant growth, scaling them to well over $100M in annual recurring revenue.
AI in Dental Tech
He actively posts about the exciting investment opportunities and operational improvements that AI brings to the dental industry, especially in revenue management.
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Career

Work history

10-2022
Chief Financial Officer
Planet DDS
2021 - 10-2022
VP of Finance & Business Operations
Kajabi
2020 - 2021
VP of Growth
Kajabi
2018 - 2020
Director - Strategy & Operations
Microsoft
2016 - 2018
Senior Manager - Growth, Strategy & Operations
Microsoft
In the press

Media appearances

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Education
2002 - 2006
Bachelor of Science (BS)
University of California, Berkeley, Haas School of Business
2006 - 2006
International Business
The Hong Kong University of Science and Technology
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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