Financial Advisory Director
CurrentComprehensive financial planning:Having shared a common vision in becoming a trusted advocate and advisor to clients while providing value adding services, I took a leap in joining this truly independent firm as an Associate Director in Dec 2015. I eventually became a Financial Advisory Director on Oct 2017.Today, I mentor a team of 2 Senior Financial Advisory Managers and 6 Financial Advisory Representatives in managing more than 320 clients’ portfolios.A major part of my role is to provide leadership for the team to meet the 3 I (Impact, Independence & Income) objectives; while rendering personalized coaching and mentoring when required.Other than that, I also serve my clients from all walks of life including High Net-Worth Individuals, Business Owners, Successful Professionals and Senior & Management Executives in ensuring that their ever changing financial goals are achieved. Additionally, I also provide an array of corporate solutions including employee benefits, buy-sell agreement and business risk management.Lastly, I am always on a lookout for talent candidates to join us at Financial Alliance.
