Leon Lua Email & Phone Number

I possess a decade of experience in the financial services sector, which I began right after my pursuit of the Bachelor of Science degree in Banking and Finance (Hons). My immersion in this industry has not only cultivated a practical understanding of the theoretical knowledge acquired from the classroom but has also enabled me to effectively apply this knowledge in financial planning for my clients.Over the past decade, I have achieved the qualifying membership of the distinguished Million Dollar Round Table (MDRT) for five consecutive years, including the Court of the Table (COT) in the year 2021. The MDRT, a globally renowned association, grants this recognition upon the most accomplished life insurance agents and financial advisors across the globe. Furthermore, I have received other awards such as the membership in the Achievers Club, High-Performance Club, and Platinum club. My consistent excellence in the field has also qualified me to numerous conventions hosted by my current firm, PIAS, all of which serves as acknowledgements for my significant contributions to the organization.As a financial professional, I believe that we should never stop the pursuit of personal and professional growth through continuous learning. Adhering to this guiding principle, I made the deliberate choice in 2021 to pursue the Chartered Financial Consultant (ChFC) accreditation. My aim was to further expand my knowledge base and elevate my capabilities, to improve services I could provide to my valued clients. Currently, I am mainly serving clients ranging from individuals to PMETS, C suites and business owners. I also further specialize in corporate insurance to further increase my scope of skill set and services.Given my experience and notable accomplishments in the financial services industry, I have landed on my current role as a Financial Service Manager at PIAS. I am actively engaged in the process of scouting prospective financial advisors to join my team with the objective to nurture and mentor a new cohort of proficient financial advisors with a shared vision of making a positive and meaningful impact in people’s lives.Through proper planning and consistent action, I firmly believe that anyone can achieve financial prosperity.