Zoe Ng has been with the firm since 1999 and became a Partner of Lee Ng & Associates in 2015. She has lived in the Bay Area for the past 18 years and is a happy resident of Pleasanton. She lives with her husband, two daughters, her mother and the family cat named Luna.
Zoe loves working with people. John Lee and Zoe give financial seminars in various locations around the Bay Area each year. They educate retirees and soon-to-be-retirees on how to avoid common mistakes most people make in preparing for retirement and estate planning. You can see her on KTSF Channel 26 as a guest speaker on Financial Planning topics related to retirement and estate planning.
Zoe is a MDRT (Million Dollar Round Table) member – Top of the Table. She is an Elite Advisor and Million Dollar Club Member with Independent Financial Group.
Zoe went to high school in Toronto, Canada and graduated from Dalhousie University with a B.S. degree in Business Administration. She holds an insurance license and securities licenses in 6, 63, 7 and 66.
In addition to pursuing a career and raising a family, Zoe is active in local community work such as non-profit Community Chinese School, fundraising events and conducting Financial Wellness round table seminars for AACI (Asian Americans for Community Involvement of Santa Clara County). Zoe also loves animals. She is a frequent visitor to the SPCA and a longtime supporter for the United States Forestry and National Parks.