Jeanette Ng (Urrutia), CFP®
Partner, Managing Director

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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.