How Michael Can Help You
Michael regularly engages with clients in the financial planning process, providing excellent value and service to both our investment and insurance clients. He ensures that every need is addressed with care and precision, while remaining passionate about helping clients achieve their financial goals and build a secure future.
What Makes Him Knowledgeable
Michael has over 10 years of experience in the financial industry. Prior to joining Stephen Ng Financial Group in 2021, he served as a branch relationship manager at Wells Fargo, where he worked closely with branch financial advisors to deliver comprehensive banking and wealth planning services to high-net-worth clients.
Michael holds the FINRA Series 7 license as well as life and health insurance licenses. He is also a Notary Public.
Getting to Know Michael
Beyond his professional expertise, Michael is a dedicated real estate investor and proud Airbnb Superhost. He enjoys traveling the world—having visited over 10 countries and counting—mentoring youth through sports, life skills and financial literacy programs, and is passionate about community activism and outreach. He currently serves as Executive Board Treasurer for the Urban League of Essex County Young Professionals.
Michael’s diverse background and deep commitment to serving others align seamlessly with our firm’s mission to help clients grow, protect, and leverage their wealth.