Ho Seng Ooi, Cfp®
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Ho Seng Ooi, Cfp® Email & Phone Number

Deputy Chapter Chairperson at Financial Planning Association of Malaysia (FPAM)
Location: Penang, Malaysia, Malaysia 10 work roles 2 schools
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Current company
Financial Planning Association of Malaysia (FPAM)
Role
Deputy Chapter Chairperson
Location
Penang, Malaysia, Malaysia
Company size
53 employees

Who is Ho Seng Ooi, Cfp®? Overview

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Ho Seng Ooi, Cfp® is listed as Deputy Chapter Chairperson at Financial Planning Association of Malaysia (FPAM), a company with 53 employees, based in Penang, Malaysia, Malaysia. AeroLeads shows a matched LinkedIn profile for Ho Seng Ooi, Cfp®.

Ho Seng Ooi, Cfp® previously worked as Senior Financial Consultant at Ultimate Business Consultancy Sdn Bhd and IT & Research Specialist at Ultimate Business Consultancy Sdn Bhd. Ho Seng Ooi, Cfp® holds Electrical Engineering from University Of Oklahoma.

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Email format at Financial Planning Association of Malaysia (FPAM)

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Financial Planning Association of Malaysia (FPAM)

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Profile bio

About Ho Seng Ooi, Cfp®

Having spent a decade as an engineer, I understand the daily grind that working professionals face. Work pressures can often lead to neglecting one of the most critical aspects of our lives: financial planning. I have faced and overcome the challenge of balancing work and personal finances, and now I'm on a mission to help others do the same.That's why I took the leap and pursued a CERTIFIED FINANCIAL PLANNER (CFP) certification, breaking into the world of financial planning and discovering the power of a simple, systematic, and holistic approach to personal finance. Let's face it: with busy schedules, who has the time for a comprehensive financial plan? Starting small and focusing on the low-hanging fruits can go a long way in reaching your financial goals. By taking care of the "low-hanging fruit," we can achieve 80% of our financial goals. And for those with complex financial needs, I always recommend seeking the help of licensed professionals.I combine a unique combination of analytical and problem-solving skills with extensive financial planning knowledge to create solutions tailored to your individual needs. With over 15 years of experience helping working professionals reach their financial goals, I am confident I can offer valuable insights for your personal finance journey.Are you ready to take control of your finances and secure your future? Let's connect on LinkedIn and start the conversation. If you're unsure where to start, I'd like to give you a complimentary Clarity Call to help clarify your financial situation and priorities. From this call, you'll be able to understand where you are financially and decide if we are a good match to take the conversation further. Click the link on my profile to Schedule A Clarity Call (https://appt.link/planning/discovery-call)Follow me on LinkedIn for insights, tips, and inspiration to take your financial life to the next level. Let's make personal finance a priority in our lives and start creating the secure, abundant future we deserve!

Listed skills include Retirement Planning, Estate Planning, Financial Planning, Strategic Financial Planning, and 17 others.

Current workplace

Ho Seng Ooi, Cfp®'s current company

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Financial Planning Association of Malaysia (FPAM)
Financial Planning Association Of Malaysia (Fpam)
Deputy Chapter Chairperson
Penang, Malaysia
Website
fpam.org.my
Employees
53
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Company profile
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10 roles

Ho Seng Ooi, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Consultant

Ultimate Business Consultancy Sdn Bhd

Penang, Malaysia

Goal-oriented investment planning to achieve a specific financial goal.Risk management and insurance planning to protect assets and human value.Estate and Will planning to ensure smooth transition of assets to heir. Public talks and seminars to create awareness of the importance of personal financial planning.

It & Research Specialist

Ultimate Business Consultancy Sdn Bhd

Penang, Malaysia

Developed and maintained corporate IT systems and solutions.Developed strategic corporate branding and web strategy.Designed and deployed office automation and improved workflow efficiency through IT.Deployed cloud base solutions to enable realtime team collaborations.Developed realtime production tracking tool for entire team of consultants.Developed.

Club President

Penang Toastmasters Club

Penang, Malaysia

As the Club President of Penang Toastmasters Club, I led a diverse team of professionals dedicated to enhancing their public speaking and leadership skills. My role involved:Strategic Leadership: Spearheaded the club’s strategic planning and execution, ensuring alignment with Toastmasters International’s mission and goals.Team Building: Fostered a.

Jul 2014 - Jun 2016

Chapter Chairperson

Financial Planning Association Of Malaysia (Fpam)

Penang, Malaysia

As the Chapter Chairperson of the FPAM Penang Chapter, I demonstrated strong leadership by:Driving Financial Literacy: Led initiatives to improve financial literacy among the public through educational programs and public talks, empowering individuals with essential financial knowledge.Professional Development: Enhanced the professionalism of financial.

Aug 2019 - Jul 2023

Programmes & Education Chairperson

Financial Planning Association Of Malaysia (Fpam)

Penang, Malaysia

As the Programme & Education Chairperson, I played a pivotal role in serving FPAM members in the northern region of Malaysia by:Organizing Continuing Education: Successfully organized Continuing Education (CE) courses and workshops, ensuring members had access to the latest industry knowledge and skills.Promoting Financial Literacy: Created public.

Dec 2017 - Aug 2019

Senior Ip Engineer

Altera

Penang, Malaysia

Development of soft IPs for FPGA.

Dec 2000 - Feb 2007

Software Engineer

Garmin International

Olathe, Kanasas

Developed embedded software for handheld GPS devices.Prototyping and supporting of pilot run of new products.

Apr 1998 - Apr 2000

Tpf Programmer

Worldspan

Kansas City, Missouri Area

Developed software for airline reservation system using TPF language and Assembly language.

Sep 1996 - Mar 1998
Team & coworkers

Colleagues at Financial Planning Association of Malaysia (FPAM)

Other employees you can reach at fpam.org.my. View company contacts for 53 employees →

CW Chin Wei Choong Chin Wei Choong Colleague at Financial Planning Association Of Malaysia (Fpam)Butterworth, Penang, Malaysia, Malaysia View → JT Jaymond Tan Jaymond Tan Colleague at Financial Planning Association Of Malaysia (Fpam)Ipoh, Perak, Malaysia, Malaysia View → SW Sheryn Wong Sheryn Wong Colleague at Financial Planning Association Of Malaysia (Fpam)Selangor, Malaysia, Malaysia View → MN Mafuza Norm Mafuza Norm Colleague at Financial Planning Association Of Malaysia (Fpam)WP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → NS Nieza Sukri Nieza Sukri Colleague at Financial Planning Association Of Malaysia (Fpam)Selangor, Malaysia, Malaysia View → NZ Nadiah Zakaria Nadiah Zakaria Colleague at Financial Planning Association Of Malaysia (Fpam)Bukit Mertajam, Penang, Malaysia, Malaysia View → RN Rachael Nair Rachael Nair Colleague at Financial Planning Association Of Malaysia (Fpam)Petaling Jaya, Selangor, Malaysia, Malaysia View → AH Ahmad Huzaifah Ahmad Huzaifah Colleague at Financial Planning Association Of Malaysia (Fpam)WP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → RJ Rubeethaa Jayakumur Rubeethaa Jayakumur Colleague at Financial Planning Association Of Malaysia (Fpam)Kajang, Selangor, Malaysia, Malaysia View → EA Erin Adlina Adnan Erin Adlina Adnan Colleague at Financial Planning Association Of Malaysia (Fpam)WP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View →
2 education records

Ho Seng Ooi, Cfp® education

FAQ

Frequently asked questions about Ho Seng Ooi, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ho Seng Ooi, Cfp® work for?

Ho Seng Ooi, Cfp® works for Financial Planning Association of Malaysia (FPAM).

What is Ho Seng Ooi, Cfp®'s role at Financial Planning Association of Malaysia (FPAM)?

Ho Seng Ooi, Cfp® is listed as Deputy Chapter Chairperson at Financial Planning Association of Malaysia (FPAM).

Where is Ho Seng Ooi, Cfp® based?

Ho Seng Ooi, Cfp® is based in Penang, Malaysia, Malaysia while working with Financial Planning Association of Malaysia (FPAM).

What companies has Ho Seng Ooi, Cfp® worked for?

Ho Seng Ooi, Cfp® has worked for Financial Planning Association Of Malaysia (Fpam), Ultimate Business Consultancy Sdn Bhd, Penang Toastmasters Club, Altera, and Garmin International.

Who are Ho Seng Ooi, Cfp®'s colleagues at Financial Planning Association of Malaysia (FPAM)?

Ho Seng Ooi, Cfp®'s colleagues at Financial Planning Association of Malaysia (FPAM) include Chin Wei Choong, Jaymond Tan, Sheryn Wong, Mafuza Norm, and Nieza Sukri.

How can I contact Ho Seng Ooi, Cfp®?

You can use AeroLeads to view verified contact signals for Ho Seng Ooi, Cfp® at Financial Planning Association of Malaysia (FPAM), including work email, phone, and LinkedIn data when available.

What schools did Ho Seng Ooi, Cfp® attend?

Ho Seng Ooi, Cfp® holds Electrical Engineering from University Of Oklahoma.

What skills is Ho Seng Ooi, Cfp® known for?

Ho Seng Ooi, Cfp® is listed with skills including Retirement Planning, Estate Planning, Financial Planning, Strategic Financial Planning, Wealth Management, Management, Financial Advisory, and Financial Services.

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