Celester Loh, Cfp® Email & Phone Number

As a Certified Financial Planner, my main focus is to help my clients achieve their dreams and goals. I’m always actively seeking opportunities for higher learning and growth. I specialise in offering comprehensive financial planning to individuals such as young professionals, families and corporates alike. I am under the mentorship of Joanne Lai, a 15 years veteran of the industry, who is one of the top 1% advisors worldwide, with over SGD 100 million assets under management (AUM).With 6 years of industry experience under my belt, I have gone on to achieve the CFP® Certification within a year and I am currently recognised as one of the top 5% of advisors worldwide. I am honoured to be managing more than SGD 8 million assets under management (AUM), all thanks to my trusted personal and corporate clients alike.My objective is to simplify the complicated world of financial planning and investments by helping you preserve your hard earned assets and planning for your personal or business financial growth through the use of our team’s award-winning software.My financial journey started since young, where life experiences forced me to be independent from a young age. With that, I realised the importance of making smart financial decisions by having proper financial planning, not only for yourself, but for your loved ones and for your hard-earned assets as well. More importantly, I believe in being a listening ear about your financial concerns. Everyone has a story to tell, be it from a personal or business standpoint. I would love to hear your story about what you want to achieve financially.As an Independent Financial Adviser Representative with IPPFA, what this means is that I don’t have any proprietary products of conflict of interest. I act only on my client’s best interest, providing unbiased advice and giving objective recommendations by picking out solutions that best meet your needs.IPPFA is a licensed financial advisory company serving high net worth and high-income top executives, professionals and business owners/entrepreneurs in Singapore and the Southeast Asian region in the areas of Legacy Planning, Life and Health insurance Economic Life Planning, Key Owner/Executive Life Insurance and Business Continuation Planning, Comprehensive Financial and Investment Planning and other Financial Services. To date, IPPFA is currently managing over SGD 1.5 billion assets under management (AUM).
Contact Details:📩 celesterloh@ippfa.comMore about ACTS Advisory Group : https://actsadvisorygroup.com/More about IPPFA : https://www.ippfa.com/

Listed skills include Microsoft Word, Powerpoint, Microsoft Excel, Microsoft Office, and 3 others.