Sally Ng

Sally Ng is an independent, fee-based financial planner, providing wealth management services to Bay Area clients for the last 32 years. As a CERTIFIED FINANCIAL PLANNER™ practitioner since 1991, Sally uses her extensive academic background and practical business experience to guide her clients towards a financially secure future.

Financial planning requires an experienced and accomplished professional who is a partner in your quest for financial success. A veteran in the field, Sally combines her knowledge and practicality with her zest for life to bring you a planning approach that integrates innovative ideas, creative strategies, and “a practice what you preach” integrity.

Sally’s daughter, Jeanette, joined the practice in 2013 and became a partner in 2019. As a team, they will focus on your unique situation; clarify and prioritize your goals; then take what they learn and search for new ways that aim to protect and expand assets; minimize taxes; and maximize the opportunity for long-term financial security.

Prior to her career in the financial services industry, Sally was an accountant and financial consultant in the corporate world for over a decade. She holds a MBA in Finance from the University of California, Berkeley (1983) and a BA in Accounting from California State University, San Francisco (1976).

Born and raised in San Francisco, her family owned and operated a small grocery store where Sally developed an entrepreneurial spirit, strong work ethic and deep appreciation for close family ties. Along with her husband, Sally is an avid traveler who has explored over 65 countries to-date. She also enjoys playing golf and spending time with her extensive family.