Meet Our Advisory Team

2255 Contra Costa Boulevard, Suite 301, Pleasant Hill, CA 94523

(925) 937-6381

Connect with one of our trusted Financial Advisors in the San Francisco Bay Area. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Pleasant Hill, CA advisory team if we can be of service.

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Managing Directors

Jeanette Ng, CFP®

Partner, Managing Director

Jeanette is a Partner and Managing Director for the Beacon Pointe Pleasant Hill office, bringing over a decade of experience in financial planning and a relationship-focused, collaborative approach to helping clients manage and grow their wealth. She works closely with individuals and families through a comprehensive, ongoing planning process that includes retirement planning, investment portfolio management, estate and tax strategies, risk analysis, college funding, employee benefits review, and debt management. Jeanette began her career as a financial analyst at PG&E, where she spent five years before transitioning into the wealth advisory space.  She holds a BA in Business Economics from UC Santa Barbara, earned her FINRA license in 2015, and went on to complete a Master’s degree in Financial Planning from Golden Gate University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Outside the office, Jeanette enjoys travelling and other leisurely activities.

Sally Ng, CFP®

Partner, Managing Director

Sally is a Partner and Managing Director for the Beacon Pointe Pleasant Hill office, providing wealth management services to clients for over 30 years. Sally is a veteran in the field who draws on her extensive academic background, practical business experience, and zest for life to guide clients toward a confident financial future—offering a planning approach grounded in creativity, integrity, and a true partnership built for long-term success. Prior to joining Beacon Pointe, Sally served as a Managing Partner and Wealth Advisor at The Wealth Consulting Group, following more than a decade as an accountant and financial consultant in the industry. She holds an MBA in Finance from the University of California, Berkeley, and a BA in Accounting from California State University, San Francisco, and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner since 1991. Born and raised in San Francisco, Sally’s family owned and operated a small grocery store where she developed an entrepreneurial spirit, strong work ethic, and deep appreciation for close family ties. Alongside her husband, Sally is an avid traveler who has explored over 70 countries to date, and she also enjoys playing golf and spending quality time with her extended family.

Wealth Advisors

  • Carla Yuan, CPA, PMP

    Partner, Senior Associate Wealth Advisor

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  • Julie Su, CPA, MST

    Senior Associate Wealth Advisor

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Carla Yuan, CPA, PMP

Partner, Senior Associate Wealth Advisor

Carla is a Partner and Senior Associate Wealth Advisor for the Beacon Pointe Pleasant Hill office. She brings a unique combination of financial experience, business acumen, and a detail-oriented, creative-minded approach to serving clients.  Carla began her career at PricewaterhouseCoopers, one of the Big Four Accounting firms, and later gained business development experience managing multiple territories in the Pacific Northwest in the educational sector. Since 2009, she has also been actively involved in real estate acquisition and residential property management throughout California. A graduate of UC Santa Barbara with honors and a degree in Business, Carla holds both a CPA license and the Project Management Professional (PMP) designation. Born and raised in the San Francisco Bay Area, Carla is a California native and avid explorer. She enjoys discovering new restaurants, attending local music and community events, and staying active through workouts, hikes along neighborhood trails, and traveling the world.

Julie Su, CPA, MST

Senior Associate Wealth Advisor

Julie is a Senior Associate Wealth Advisor for the Beacon Pointe Pleasant Hill office. A licensed CPA, Julie brings a broad and versatile background in finance, tax, and accounting to her role. She began her career in corporate tax at Deloitte, where she worked with a wide range of clients – from publicly traded companies and start-ups to high-net-worth individuals – helping them navigate complex tax matters. Julie also brings experience from the utility industry and has served as a business advisor and consultant, further enhancing her ability to provide strategic, well-rounded guidance. She helps clients work toward their financial goals through thoughtful planning, in-depth research and analysis, and close collaboration with her team. Julie holds a BA in Business Administration with a concentration in Accounting, a BA in Chinese Language and Literature, and a Master’s degree in Taxation from the University of Washington. Originally from the Pacific Northwest, Julie enjoys skiing in the winter, hiking scenic trails year-round, playing golf, attending live art performances, and giving back through volunteer work.

Client Service & Operations

Gena Meyring

Office Manager

Gena is the Office Manager at the Beacon Pointe Pleasant Hill office and brings over 26 years of experience in the real estate insurance industry. Throughout her career, she has held a variety of roles, spanning operations analysis, executive support, project management, human resources, event planning, and facilities management. Gena holds a Bachelor of Arts in Communication Studies from Sacramento State University. Outside of the office, Gena is an avid traveler who has been to over 40 countries. She also enjoys scuba diving, gardening, playing golf, spending time with family, and challenging jigsaw puzzles.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

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