Hi, I’m Sharleen Ng
Senior Wealth Manager
RNF No. NJY300010173
Something about me
I am a Senior Wealth Manager and have been in the financial industry for more than 10 years. I am someone who balances careful analysis with personal connection to make financial planning both thoughtful and engaging.
When not navigating financial landscapes, I enjoy exploring new horizons around the globe. Whether stretching dollars or key information to navigating the financial world, I bring this resourcefulness to your financial journey via my Instagram page @sforsavvylady.
What I find most meaningful in my career
I am passionate about helping individuals achieve financial success. Witnessing the real impact of strategic planning, especially after processing insurance claims for clients facing major illnesses, is what drives me. After knowing that clients don't have to compromise their lifestyle during illness adds depth to the rewarding nature of this journey toward financial empowerment.
It's not just about numbers; it's about turning aspirations into tangible achievements.
One piece of advice I would give
Financial planning is an ongoing process. Regularly review your goals, budget, and investment portfolio to ensure they align with your current financial situation and future aspirations. Be prepared to adjust as your life circumstances evolve, maintaining a proactive approach to your financial well-being.
Reach me at
Get in touch with Sharleen Ng
Book a complimentary portfolio review and discovery call today.