Sally W. Ng,  CFP<sup>&reg;</sup> - Financial Advisor

Sally W. Ng, CFP®

Certified Financial Planner

1350 Treat Blvd, Ste 390
Walnut Creek, CA 94597-7960
(925) 937-6381

General

Sally Ng is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Walnut Creek, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA AZ NY NV
  • Health/disability insurance: CA
  • Property/casualty: CA
  • Fixed annuities: CA AZ NV
  • Variable annuities: CA AZ NV

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care

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Helpful Financial Planning Resources