How This Mother-Daughter Financial Planning Duo Found Success

May 15, 2019 by Emily Zulz

In honor of Mother’s Day, LPL Financial shared a story of a successful mother-daughter duo.

Sally Ng, a longtime LPL Financial advisor based in Walnut Creek, Calif., works with her daughter, Jeanette Ng, as independent financial planners affiliated with The Wealth Consulting Group, supported by LPL Financial. They focus on developing individualized financial plans, with the majority of their clients preparing for retirement.

“My family is everything,” Sally Ng said. “It’s so rewarding and fun to work with my daughter.”

According to Jeanette Ng, her mother “planted the seed about joining her business” as early as high school.

Click HERE to read the full story via ThinkAdvisor.

Originally Posted at ThinkAdvisor on May 10, 2019 by Emily Zulz.