Nicholas Lee
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Nicholas Lee Email & Phone Number

Financial Services Manager |CFP, AEPP, MDRT| Top 10% of Financial Advisors in the industry at Infinity Financial Advisory
Location: Singapore, Singapore, Singapore 2 work roles 1 school
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Role
Financial Services Manager |CFP, AEPP, MDRT| Top 10% of Financial Advisors in the industry
Location
Singapore, Singapore, Singapore

Who is Nicholas Lee? Overview

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Nicholas Lee is listed as Financial Services Manager |CFP, AEPP, MDRT| Top 10% of Financial Advisors in the industry at Infinity Financial Advisory, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Nicholas Lee.

Nicholas Lee previously worked as Financial Services Manager at Infinity Financial Advisory and Associate Director at Professional Investment Advisory Services Pte Ltd. Nicholas Lee holds Bachelor Of Mechanical Engineering (B.Eng, Hons), Mechanical Engineering from National University Of Singapore.

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Email format at Infinity Financial Advisory

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Infinity Financial Advisory

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About Nicholas Lee

Mission: To Inspire and Empower like-minded individuals to achieve their Financial Goals so that they can Leave a Lasting Legacy for their generations to come.My Story:Since entering the industry in 2013, I strived to make a difference and find purpose in what I do. My passion lies in guiding motivated individuals in their financial journey, using a curated step by step process, to feel more confident with their present and future.I take time to understand the unique situation of each client and what they hope to achieve. I seek to listen and understand without judgement. Using a systematic approach, I guide them forward towards their financial goals. It’s not just about crunching numbers; but also about helping them feel secure and optimistic about their future.A key component of my work is to identify and remove unnecessary duplications in my client's portfolios. This not only provides cost savings but also brings clarity in the process. Seeing the positive change my work can bring, keeps me motivated and happy.My personal values are to be consistent and take positive action every single day. These habits help me and my community move forward and stay aligned with our financial goals. I believe that we all have a chance to progress in our financial journey, as long as we take positive actions for ourselves. I'm truly excited about supporting individuals as we grow and work together towards the financial future we envision.Feel free to drop me a text here or reach me on my web page below.https://www.infinityfa.com.sg/adviser/Nicholas.LeeIf this has inspired you, I'd love to connect with you. Thank you for taking the time to read this & Wishing you joy and success in your journey ahead! :)

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Infinity Financial Advisory
Infinity Financial Advisory
Financial Services Manager |CFP, AEPP, MDRT| Top 10% of Financial Advisors in the industry
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2 roles

Nicholas Lee work experience

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Nicholas Lee education

FAQ

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What company does Nicholas Lee work for?

Nicholas Lee works for Infinity Financial Advisory.

What is Nicholas Lee's role at Infinity Financial Advisory?

Nicholas Lee is listed as Financial Services Manager |CFP, AEPP, MDRT| Top 10% of Financial Advisors in the industry at Infinity Financial Advisory.

Where is Nicholas Lee based?

Nicholas Lee is based in Singapore, Singapore, Singapore while working with Infinity Financial Advisory.

What companies has Nicholas Lee worked for?

Nicholas Lee has worked for Infinity Financial Advisory and Professional Investment Advisory Services Pte Ltd.

How can I contact Nicholas Lee?

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What schools did Nicholas Lee attend?

Nicholas Lee holds Bachelor Of Mechanical Engineering (B.Eng, Hons), Mechanical Engineering from National University Of Singapore.

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