Leon Lee, Cfp ™️ Email and Phone Number
Hi, I'm Leon, a guy who used to believe I was "good" at managing my own finances. But looking back now, I realize I made quite a few mistakes with my financial decisions, resulting in a loss of over six figures💸💸. It was a valuable lesson that led me on a quest for a solution.In my pursuit, I discovered the power of 📈📈Comprehensive Need-Based Financial Planning📋📋. I delved into understanding the intricacies of various financial instruments and how to analyze and utilize them to improve our financial standing. This newfound knowledge not only helped me make better financial decisions for myself, but it also allowed me to empower others to live better lives💪🏻💪🏻.Now, I take pride in assisting my clients in achieving financial clarity, confidence, and empowerment. Their peace of mind is my priority as we proactively build a secure financial future together😌😌.I firmly believe that everyone deserves to have their financial plans in place, much like a soldier must be equipped before heading into a battlefield. Let's work together to secure your financial future and build a life you can confidently enjoy❤️🔥❤️🔥.
Phillipcapital
View- Website:
- phillip.com.sg
- Employees:
- 1191
-
Licensed Financial PlannerPhillipcapitalSubang Jaya, My -
Financial Advisor RepresentativeVi Fin Apr 2023 - PresentSelangor, MalaysiaProvide advisory on how to achieve client financial goals, especially retirement by using generating a proper financial planning for each individual. Like annual health check, I believe everyone of us should know our financial status clearly so that we can avoid disappointment and discouragement. You only live once, and you should live it to the fullest, with a strong financial support. -
Licensed Financial PlannerPhillipcapital Sep 2022 - PresentSelangor, MalaysiaProvide various investment options to assist individuals to achieve their HERO ( House, Education, Retirement and Others) goals -
Coach8Vi Holdings Limited Mar 2020 - PresentMalaysiaActively coaching and assisting participant to understand the fundamental and essence of Value Investing. A value-investor since 2016.A crypto-investor since 2018. -
Tuition Centre ManagerSuper Education Group Jan 2008 - Dec 2019MalaysiaWorking and studying under this company employee further study programme after graduated from SPM.Been working as a tuition centre manager in this group (Subang USJ 9 branch) and grow the team up to 10 members.Achieved yearly revenue over RM 2 million per annum for this branch.
Leon Lee, Cfp ™️ Education Details
-
Bachelor Degree -
Max Wealth EducationPost Graduate -
Smk Sultan Ibrahim KulaiSecondary School -
Sjk(C) Kulai 2Primary School
Frequently Asked Questions about Leon Lee, Cfp ™️
What company does Leon Lee, Cfp ™️ work for?
Leon Lee, Cfp ™️ works for Phillipcapital
What is Leon Lee, Cfp ™️'s role at the current company?
Leon Lee, Cfp ™️'s current role is Licensed Financial Planner.
What schools did Leon Lee, Cfp ™️ attend?
Leon Lee, Cfp ™️ attended Federation University Australia, Max Wealth Education, Smk Sultan Ibrahim Kulai, Sjk(C) Kulai 2.
Who are Leon Lee, Cfp ™️'s colleagues?
Leon Lee, Cfp ™️'s colleagues are Phutich P., Ayuni S., Salihin Bin Sulaiman Sulaiman, Ariel Puar, Geng Chen, Navin Balakerisnan, Nandhini S.
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