I have a passion in doing community service work, including those done overseas. While I was working as an auditor in one of the Big 4 accounting firms, I decided that I wanted to do a job that is more personal and impactful on people's lives. This led to my switch in career. With this change in career, it allows me to solve people's personal financial needs, as well as gives me the flexibility to pursue my passion in community service work. Currently, I am a Senior Financial Consultant at Great Eastern FA. I know everyone is different and has different financial goals/needs. I listen to each individual's concerns and goals. From there, I specifically tailor a portfolio to address their needs. With my background in finance, as well as preparing and understanding company's financial statements, I have built a firm foundation of financial concepts. I am a firm believer of making your money work harder for you. I want to help young working adults to accelerate their wealth through systematic investments and retire earlier. For the older folks, I want to help you with generating a stable income stream for you during retirement and leaving a legacy for your love ones.
Listed skills include Financial Accounting, Management Accounting, Microsoft Office, Microsoft Word, and 5 others.