Sally Ng CFP®
Managing Partner & Wealth Advisor
Sally Ng is an experienced, independent Wealth Advisor, providing wealth management services to Bay Area clients for the last 32 years. As a CERTIFIED...
Jeanette Ng CFP®
Wealth Advisor & Partner
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...
Carla Ng CPA
Analyst
Organized, detail-oriented, and creative-minded, Carla Ng brings extensive business experience and a strong financial background to her work as a...
Julie Su CPA
Financial Planning Assistant
Julie joined the Wealth Consulting Group in January 2022. As a CPA she, brings with her a wide background in finance, tax and accounting. Julie...
Gena Meyring
Office Manager
Gena Meyring joined the Pleasant Hill branch of the Wealth Consulting Group as the office manager in November 2023. She is motivated by helping others...
Armand Decesare
LPL Virtual Assistant
PROFESSIONAL BIO: I have been with LPL Financial Admin Solutions for two and a half years working out of the in San Diego, CA office, helping LPL...
Earl Sanders
Financial Planning Assistant
Earl Sanders joined the Pleasant Hill branch of the Wealth Consulting Group as a financial planning assistant in October 2020. Previously, Earl was...
Julie Hodapp
Insurance Specialist
Julie joined the Pleasant Hill branch of the Wealth Consulting Group in 2015 as an insurance specialist and administrative associate. She brought with...