Darryl H. Ng, CFP<sup>&reg;</sup> - Financial Advisor

Darryl H. Ng, CFP®

ChSNC® CDFA®

Sr. Vice President. CHARTERED SPECIAL NEEDS CONSULTANT tm. Financial Advisor

Morgan Stanley Wealth Management

650 Castro St., Suite 105
Mountain VIew, CA 94041
FINANCIAL ADVISOR'S WEBSITE
(650) 316-6789 CONNECT WITH Darryl
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General

Darryl Ng is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley Wealth Management in Mountain VIew, CA and the surrounding communities.

Financial Advisor Experience

A seasoned Wealth Management professional for more than 20 years, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth families, corporate executives, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding different life events. Darryl is a CERTIFIED FINANCIAL PLANNER tm, CHARTERED SPECIAL NEEDS CONSULTANT®, CHARTERED FINANCIAL CONSULTANT tm, CERTIFIED DIVORCE FINANCIAL ANALYST tm, CERTIFICATION IN LONG TERM CARE tm, and a CERTIFIED EXIT PLANNER ADVISOR tm. Darryl has been featured in Forbes Magazine as "2023-2024 Best in State Wealth Management Teams”, “2020 Top Next Gen Wealth Advisors Nationwide”, “2019 Best In State Next Gen Wealth Advisor- Northern California”, and “2018 America’s Top 1,000 Next Gen Wealth Advisors”. Darryl serves as a Subject Matter Expert for the CFP Board of Standards.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - ChSNC(R), CDFA(R), CLTC(R), CEPA(R)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Morgan Stanley Smith Barney
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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