Meet Our Advisory Team
Our Pleasant Hill-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team has deep experience working with retirees and pre-retirees in the San Francisco Bay Area, and also specialize in serving women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage.
If you’re searching for a financial advisor in Pleasant Hill, CA, our team is ready to support your financial goals.
Connect with Us
Managing Directors
Jeanette Ng (Urrutia), 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
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
Andrea Christopherson
Client Service Manager
Andrea is a Client Service Manager and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience and foster client relationships. Her responsibilities include supporting both front and back office client service and account management, administration, processing paperwork for new and existing accounts, handling money transfers, and communicating with clients to provide the highest level of service. Andrea graduated from the University of Washington with a B.A. in Business Administration and currently resides in Tacoma, WA. She is originally from Bainbridge Island, WA and in her free time she enjoys weightlifting, yoga, reading, and spending time with her son and other family and friends.
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.
Kathryn Keaney
Client Service Associate
Kathryn is a Client Service Associate in the Beacon Pointe Campbell, CA office, where she supports the firm’s investment and wealth management teams to provide an exceptional service experience for clients. Her responsibilities include account administration, processing new and existing account documentation, money transfers, and maintaining clear communication with clients to ensure the highest level of service. She earned her Bachelor of Science in Finance, with minors in Business Analytics and Sustainability, from Santa Clara University. Originally from Maine, she enjoys traveling, practicing yoga, reading, and spending time with family and friends.
Nicole Hong
Client Service Associate
Nicole Hong is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Nicole earned her B.A. degree in Economics and Musical Studies from Oberlin College and Conservatory. Outside of the office, Nicole enjoys practicing yoga, singing, spending time with family and friends, and is a self-proclaimed foodie.
Vincente DeLucia
Senior Client Service Associate
Vince is a Senior Client Service Associate out of the Beacon Pointe Campbell, CA office, where he partners with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and maintaining the highest levels of service when communicating with clients. Vince graduated from the University of California, San Diego, with a degree in Sociology and brings a decade of financial services industry experience to the RIA sphere. Outside of the office, Vince enjoys mountain biking, hiking, swimming, and spending time with his friends and family.
Wendy Kim
Director of Operations
Wendy is a Director of Operations at Beacon Pointe Advisors with over 25 years of experience in the financial services industry. Her experience expands from operations, client service, research, billing, training, onboarding, implementation, and technology. She is responsible for managing the office’s day-to-day operations, creating policies and procedures, supervising Associate Wealth Advisors and Client Service Associates, and collaborating with the Senior Wealth Advisors to create an exceptional client experience. In her spare time, she enjoys cooking, crafts, painting, reading, and spending time with her family, especially her two pups, Muffin and Biscuit.
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.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
