As a CFA and CFP professional, I take pride in developing and implementing financial plans for individuals and businesses, utilizing knowledge of tax, investment strategies, insurance, retirement planning and real estate. I enjoy meeting people, listening to their needs and tailoring a holistic financial plan for them. The strong relationship that I foster with clients through regular follow-up and reviews and their trust that I gain over the years are my greatest fulfilment. I look forward to partner more people in their lifelong financial planning journey.
GE Life Achievers Club, PSA Corporation Overseas Scholarship