Elvan Tong, Preferred Advisor For Professionals, Preretirees

Elvan Tong, Preferred Advisor For Professionals, Preretirees Email and Phone Number

Director | Executive Personal Wealth Manager @ Ascendance Wealth Management (AWM)
Singapore
Elvan Tong, Preferred Advisor For Professionals, Preretirees's Location
Singapore, Singapore
About Elvan Tong, Preferred Advisor For Professionals, Preretirees

There's a growing trend of young professionals neglecting financial health, putting career and people as their top priorities.I am an Associate Director managing over 200 clients and have created a projected amount of >SGD$35 million in retirement funds for young professionals ever since I started serving clients when I was 20 years old. At the age of 23, I have been recognised as the top 3% of financial consultants worldwide with >SGD$35 million of assets protected.I constantly seek ways for young professionals to free up their resources by up to 50% annually using a strategic asset allocation framework. The end goal for me is to be able to achieve more with less for my clients. I believe that with the systems my team and I have, we are able to provide quality advice such that our clients' financial roadmap will be secured without the compromise of their desired lifestyle for themselves and their families.I am determined to level up the quality of advice provided in the industry together with future aspiring consultants. "If you want to go fast, go alone; but if you want to go far, go together."__________________________________________________________________________________________https://www.aiafateam.com.sg/profiles/tong-kai-wen-elvan/Instagram: @tinytongster

Elvan Tong, Preferred Advisor For Professionals, Preretirees's Current Company Details
Ascendance Wealth Management (AWM)

Ascendance Wealth Management (Awm)

View
Director | Executive Personal Wealth Manager
Singapore
Website:
awmgroup.com.sg
Employees:
175
Elvan Tong, Preferred Advisor For Professionals, Preretirees Work Experience Details
  • Ascendance Wealth Management (Awm)
    Director | Executive Personal Wealth Manager
    Ascendance Wealth Management (Awm)
    Singapore
  • Awm Group
    Associate Director | Senior Personal Wealth Manager
    Awm Group Feb 2023 - Present
    Singapore
  • Seedly
    Student Ambassador
    Seedly Oct 2023 - Present
  • Advisors Alliance Group
    Financial Advisor Representative | Prestige Club Personal Wealth Manager
    Advisors Alliance Group Jan 2021 - Feb 2023
  • Enspire Pte. Ltd.
    Sales Representative
    Enspire Pte. Ltd. Jan 2020 - Feb 2020
  • Adam Khoo Learning Technologies Group
    Camp Facilitator
    Adam Khoo Learning Technologies Group Jan 2018 - Jan 2020

Elvan Tong, Preferred Advisor For Professionals, Preretirees Education Details

Frequently Asked Questions about Elvan Tong, Preferred Advisor For Professionals, Preretirees

What company does Elvan Tong, Preferred Advisor For Professionals, Preretirees work for?

Elvan Tong, Preferred Advisor For Professionals, Preretirees works for Ascendance Wealth Management (Awm)

What is Elvan Tong, Preferred Advisor For Professionals, Preretirees's role at the current company?

Elvan Tong, Preferred Advisor For Professionals, Preretirees's current role is Director | Executive Personal Wealth Manager.

What schools did Elvan Tong, Preferred Advisor For Professionals, Preretirees attend?

Elvan Tong, Preferred Advisor For Professionals, Preretirees attended Singapore Management University, Catholic Junior College, St Joseph's Institution (Sji).

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