It’s safe to say that Stuart Ng is a numbers guy. He thrives on aggregating data, analyzing it thoroughly, and creating a customized investment portfolio for each cast member he serves. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Stuart also helps cast members see the big picture and set short and long-term goals during his comprehensive financial planning process.
Before becoming a financial advisor more than two decades ago, Stuart worked as a mechanical engineer, which is one reason why he understands the importance of design and structure when it comes to investment portfolios. Today, he uses those talents when performing technical analysis on investments to identify trends and movement potential.
Prior to joining Partners Retirement and Wealth Management, Stuart worked as a financial advisor for Penn Mutual and provided comprehensive financial planning in his role at Kavesh & Gau. He holds his series 7, 63 and 65 registrations with LPL Financial and is also licensed for life insurance and annuities in California. Stuart graduated from the University of California, Santa Barbara with a Bachelor of Science in Mechanical Engineering.
Always looking to improve his knowledge and service to cast members, Stuart maintains memberships in several distinguished professional organizations, including the Financial Planning Association (FPA) and the Market Technicians Association (MTA). He is frequently called upon by the media for commentary on the markets and other financial topics. His analysis and commentary has appeared in these and other media outlets:
- KABC 7 News
- KNBC4 News Los Angeles
- L.A. Daily News
Stuart grew up in Woodland Hills and now lives in Burbank with his wife and two daughters. Away from the office, Stuart enjoys an occasional round of golf, really good music, cooking, and mid-century design.