Jeanette Ng CFP®
Jeanette Ng is in her seventh year as a qualified, independent Wealth Advisor. She joined Sally’s practice in 2013, received her FINRA license in 2015 and completed her Master’s degree in Financial Planning at Golden Gate University in 2016. Jeanette became a partner of the firm after she obtained the CERTIFIED FINANCIAL PLANNERTM professional designation in 2019. Together, Jeanette and Sally form one of the few mother & daughter teams in the business today.
Jeanette works closely with her clients in an ongoing collaborative process that encompasses all areas of her clients’ wealth. Her comprehensive wealth management services integrates retirement planning; investment portfolio management; estate analysis; tax strategies; risk management; college funding; employee benefits review; and debt analysis.
After earning a BA in Business Economics from UC Santa Barbara (2008), Jeanette immediately landed a financial analyst position at PG&E, where she worked for five years prior to the start of her financial planning career.
In her spare time, Jeanette enjoys traveling and other leisurely activities. She is delighted to be part of the team.
CFP License #338728 CA Insurance License #0J15687
Jeanette Ng and Sally Ng are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial
