Sally Ng, CFP®
Partner, Managing Director

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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.