Darryl H. Ng, CFP<sup>&reg;</sup> - Financial Advisor

Darryl H. Ng, CFP®

ChSNC® CDFA®

Sr. Vice President. CHARTERED SPECIAL NEEDS CONSULTANT tm. Financial Advisor

Morgan Stanley Wealth Management

650 Castro St., Suite 105
Mountain VIew, CA 94041
FINANCIAL ADVISOR'S WEBSITE
(650) 316-6789 CONNECT WITH Darryl
  • linkedin link

General

Darryl Ng is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley Wealth Management in Mountain VIew, CA and the surrounding communities.

Financial Advisor Experience

A seasoned Wealth Management professional for more than 19 years, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth families, corporate executives, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding different life events Darryl is recognized as leader in the financial services arena for many years and has been featured in Forbes Magazine as “2020 Top Next Gen Wealth Advisors Nationwide”, “2019 Best In State Next Gen Wealth Advisor- Northern California”, and “2018 America’s Top 1,000 Next Gen Wealth Advisors”.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - ChSNC(R), CDFA(R), CLTC(R)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Morgan Stanley Smith Barney
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Identity Theft, Mutual Funds, Irregular Income, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources