Founder and President
Stephen has been assisting pre-retirees and retirees since 1992. Stephen is committed to helping retirees save in taxes and increase retirement income. He specializes in working with retirees and pre-retirees who want help to preserve their principal and ensure that their money lasts. Stephen is passionate about helping his clients avoid the common mistakes made by retirees. In addition, he has held Financial Management, Retirement Investing and Insurance planning seminars at businesses, churches and nonprofit organizations.
Stephen was born in Singapore. Prior to attending college in Australia, he served as a lieutenant and instructor in the Officer Cadet School of the Singapore Armed Forces. Stephen received his Bachelor of Commerce Degree in Finance and Accounting from the University of Western Australia in 1985. In 1984, he was the scholar of the year for outstanding performance in Kingswood College.
He started his career as a Finance and Administration Manager in a Singapore transportation corporation and later moved to New York in 1988. Stephen then joined the Industrial Bank of Japan in New York, working as a supervisor in the Financial Control Division. At that time, Stephen recognized that individuals and businesses needed professional financial advisors. Realizing the need for an organized, comprehensive approach to helping individuals achieve their financial goals, Stephen founded his own firm, Stephen Ng Financial Group™.
Stephen has obtained the Chartered Life Underwriter, Chartered Financial Consultant and Certified Estate Planner designations. He is also an Investment Advisor Representative with SagePoint Financial, Inc. In 2005 & 2008, Stephen was named Top Producer with American General Securities, Inc. and in 2010 and 2012, he was in the top 25 Producers. He was then listed in the Champions Circle and the Million Dollar Club with SagePoint Financial, Inc. in 2011, 2015 and 2016. He has also written a book, 10 Financial Mistakes You Should Avoid: Safe Strategies Designed to Help You Keep Your Money Safe and Growing, which has been a wonderful resource for educating our clients. Learn more about the book and how we give back here.
As the Founder & Manager of the Essex & Union County N.J. Business Professionals networking group, Stephen leads a group of more than 1,700 business professionals and helps them to grow and make positive contributions to the community. Stephen is married, has 3 children and resides in Short Hills, New Jersey. He serves as a Deacon at Trust In God Baptist Church in New York City and has been a Chairman of the Board since 2008.