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Darryl H. Ng CFP® ChSNC® CDFA® ChFC® CLTC®

The Mountain View Group at Morgan Stanley

Darryl H. Ng CFP® ChSNC® CDFA® ChFC® CLTC®

The Mountain View Group at Morgan Stanley

Darryl H. Ng CFP® ChSNC® CDFA® ChFC® CLTC®

The Mountain View Group at Morgan Stanley

Profession LogoFINANCIAL PLANNER

A seasoned Wealth Management professional for more than 19 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 dedicated to always doing the right thing and giving his clients a signature white glove experience with highly personalized advice. He collaborates with outside tax, legal and medical care professionals to help his clients capture opportunities and avoid costly mistakes.

As a Senior Member at the Mountain View Group, Darryl heads the advanced planning activities for the team.  He focuses on the creation and implementation of financial plans, portfolio management, philanthropy, insurance and estate planning strategies and coordinating with internal resources and outside professionals for proper planning.  

Throughout his career, Darryl has always been committed to advanced learning and continuous education.  He has received a number of important industry designations including the CERTIFIED FINANCIAL PLANNER tm, CHARTERED FINANCIAL CONSULTANT tm, CERTIFIED DIVORCE FINANCIAL ANALYST tm, and CERTIFICATION IN LONG TERM CARE tm.  As a CHARTERED SPECIAL NEEDS CONSULTANT®, Darryl is one of the few advanced credentialed professionals focusing on the unique considerations in planning for special needs families and caring for loved ones with disabilities. 

Prior to joining Morgan Stanley in 2011, Darryl served as an Assistant Vice President and Financial Advisor for six years at Wells Fargo Advisors with the same esteemed team lead by Jack Wong.  Darryl began his career in financial services as a Financial Representative at Northwestern Mutual in 2003.

Darryl is recognized as leader in the financial services arena for many years through numerous local and national publications.  Darryl has been featured in Forbes Magazine as “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”.  Additionally, he is a part of the prestigious Master’s Club, an elite group composed of Morgan Stanley’s top Financial Advisors and serves as one of ten Financial Advisors nationwide as a Pacific Coast Region Representative for the Morgan Stanley National Trust Services Advisory Council.  Darryl serves as a Career Mentor, Subject Matter Expert, and a Volunteer National Exam Question Writer for the CFP Board of Standards.

Darryl is actively involved within the local community as Chapter Controller and Board of Directors Member of the USC Marshall Alumni Association Bay Area Chapter, President Emeritus of the USC Alumni Club of Silicon Valley, and a Business Plan Judge and Venture Capital Advisor for BUILD, a National Disadvantaged Youth Business Incubator.  Additionally, Darryl is an active member and Programs Committee Chair Emeritus of the Silicon Valley Chapter of the Financial Planning Association, Member of The Academy of Special Needs Planners, Elite Member of the Investments & Wealth Institute, Top of the Table Member at the Million Dollar Round Table, Secretary and Board of Directors Member of Santa Clara County Estate Planning Council, Vice President and Board of Directors Member of the Society of Financial Service Professionals, and a Morgan Stanley Silicon Valley Complex Co-Chair of the Financial Planning Club.  He serves on the Bay Area Advisor Council of the Silicon Valley Community Foundation and the National Professional Advisor Network of the American Cancer Society.  An avid meditator for past 20+ years and a former ordained monk, Darryl is a part of the Mindful on Wall Street Movement and a Morgan Stanley Mindfulness Club Silicon Valley Location Host.  Over the past nineteen years, he has competed professionally in various local BBQ competitions as a seasoned BBQ Pit Master. 

Darryl graduated with a Bachelors of Science (Entrepreneurship) degree with Recognition from the University of Southern California's Marshall School of Business, advanced professional education from the American College of Financial Services, and Upasampada Ordination from the Theravada Buddhist Society of America (Buddhist Monk Certification).  He lives in San Jose with his wife Anna, and their young children Jameson along with fourteen BBQ pits.

https://www.forbes.com/sites/rjshook/2019/09/04/bringing-a-skilled-empathetic-approach-to-family-challenges/#11a7d9287faa

 

 

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650 Castro Street
Suite 105
Mountain View, CA 94041

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