Jonathan Teo Email & Phone Number

I am a Senior Director of Sales at Manulife with over 8 years of experience in financial planning, specializing in insurance policies, financial investments, retirement, mortgage, and legacy planning. I take pride in helping individuals and families secure their financial futures, providing tailored solutions that align with their unique goals.Throughout my career, I've had the honor of achieving MDRT qualification from 2021 to 2024 and being recognized as a Manulife Pro Diamond. My insights and experiences have been featured in GradSingapore and The Straits Times, underscoring my commitment to making a meaningful impact in the financial advisory field.My client base includes fresh graduates, young working adults, families—especially young parents planning for their children’s future—and retirees. I ensure each client feels empowered and confident in their financial decisions through personalized guidance, comprehensive financial analysis, and a relationship built on trust and transparency.Whether you’re preparing for retirement, planning your family’s financial future, or managing your investment portfolio, I’m here to guide you every step of the way with a commitment to excellence and care. My goal is to help you achieve financial security and success at every stage of life.Director of Sales at Manulife | MDRT QualifierTalks about #financialadvisor, #financialplanning, #investmentplanning, #retirementplanning, #holisticfinancialplanning, #financialindependence, #riskmanagement, #legacyplanning

Listed skills include Microsoft Office, Teamwork, Microsoft Word, Project Management, and 7 others.

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  National University Of Singapore

  Psychology