Stephen Yong, Cfp Mba
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Stephen Yong, Cfp Mba Email & Phone Number

Director and Licensed Financial Planner at Wealth Vantage Advisory
Location: Federal Territory Of Kuala Lumpur, Malaysia, Malaysia 6 work roles 2 schools
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Current company
Wealth Vantage Advisory
Role
Director and Licensed Financial Planner
Location
Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
Company size
36 employees

Who is Stephen Yong, Cfp Mba? Overview

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Quick answer

Stephen Yong, Cfp Mba is listed as Director and Licensed Financial Planner at Wealth Vantage Advisory, a company with 36 employees, based in Federal Territory Of Kuala Lumpur, Malaysia, Malaysia. AeroLeads shows a matched LinkedIn profile for Stephen Yong, Cfp Mba.

Stephen Yong, Cfp Mba previously worked as Director & Licensed Financial Planner at Wealth Vantage Advisory and Licensed Financial Planner and Chief Knowledge Officer at Wealth Vantage Advisory. Stephen Yong, Cfp Mba holds Masters from University Of South Australia.

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Email format at Wealth Vantage Advisory

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Wealth Vantage Advisory

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Profile bio

About Stephen Yong, Cfp Mba

I help professionals and families simplify & grow personal finances towards financial freedom.✅Do you want to achieve financial independence?✅Do you want to have financial peace of mind?✅Do you want to invest profitably & confidently?In financial planning and wealth management, I help you to optimise your financial assets and make better financial decisions. We are backed by a world-class support team of coaches, specialists, and certified paraplanners.In financial literacy, explore our award winning financial education platform MyPF.my which is the top 5 personal finance site in Malaysia reaching over 1 million people every year.In financial wellness, we run customised Financial Wellness Programs and I have successfully contributed to increasing financial wellbeing for employees in organisations large and small including Petronas, TNB, Axiata, Maxis, and PwC.We help professionals and families with: ✔️Holistic Financial Planning✔️Investment Planning & Asset Allocation✔️Risk Management & Optimisation✔️Cashflow & Budget Planning✔️Estate & Intergenerational Wealth Transfer✔️Tax Planning & moreConsider benefiting from engaging a licensed financial planner at Malaysia’s leading holistic financial planning firm! Message me for a free discovery chat OR email me stev.yong@wealthvantage.com.my

Listed skills include Management, Business Development, Project Management, Leadership, and 5 others.

Current workplace

Stephen Yong, Cfp Mba's current company

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Wealth Vantage Advisory
Wealth Vantage Advisory
Director and Licensed Financial Planner
Kuala Lumpur, MY
Website
wealthvantage.com.my
Employees
36
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Company profile
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6 roles · 21 years

Stephen Yong, Cfp Mba work experience

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

Director & Licensed Financial Planner

Current
Wealth Vantage Advisory

Malaysia

- Drive firm’s strategic growth especially in business partnerships & collaborations, financial products & solutions, and branding & marketing.- Promote financial literacy agenda within the firm, in the financial industry, and externally to public.- Enrich clients through holistic financial advisory, wealth building, and risk management.

Feb 2023 - Present

Licensed Financial Planner And Chief Knowledge Officer

Wealth Vantage Advisory

Malaysia

- Enrich clients through holistic financial advisory, investment planning and risk management.- Drive firm’s business development, branding, knowledge and marketing.- Promote financial literacy agenda both internally and externally to public.

Dec 2018 - Feb 2023

Founder

Current
Mypf Services

Malaysia

- Help simplify and grow Malaysians’ personal finances through financial education.- Empower Malaysians with financial literacy through website, social media, and video content.- Connect Malaysians with qualified professional licensed financial planners.

Apr 2013 - Present

Head Of Sso & Business Development

Intradeco Sdn Bhd

Northern Region, Malaysia

- Manage IT Shared Services Outsourcing (SSO).- Drive new business growth in Malaysia.- Implement and monitor IT project management.

2009 - 2012 ~3 yrs

It Operations Manager

Intel Corporation

Intel Malaysia - Penang

- Manage Global Service Desk APAC teams.- Manage Server Engineering and networking teams.- Provide support for networking, hardware, software, Microsoft & in-house applications.

2005 - 2009 ~4 yrs
Team & coworkers

Colleagues at Wealth Vantage Advisory

Other employees you can reach at wealthvantage.com.my. View company contacts for 36 employees →

ZZ Zulkhairi Zulkifli, Cfp Cert™️ Zulkhairi Zulkifli, Cfp Cert™️ Colleague at Wealth Vantage AdvisoryWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → FL Felicia Lim Felicia Lim Colleague at Wealth Vantage AdvisoryFederal Territory Of Kuala Lumpur, Malaysia, Malaysia View → MN Muhammad Nazmin Mohd Yusoff, Ifp Muhammad Nazmin Mohd Yusoff, Ifp Colleague at Wealth Vantage AdvisoryKedah, Malaysia, Malaysia View → LR Liyana Rahimi, Shrfp Liyana Rahimi, Shrfp Colleague at Wealth Vantage AdvisoryFederal Territory Of Kuala Lumpur, Malaysia, Malaysia View → NZ Nur Zafira S. Nur Zafira S. Colleague at Wealth Vantage AdvisoryWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → MA Meera Alyahya, Ifp,Cfp®️™️ Meera Alyahya, Ifp,Cfp®️™️ Colleague at Wealth Vantage AdvisoryWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → NA Noorul Azila Kamaruzzaman, Cfa, Ifp Noorul Azila Kamaruzzaman, Cfa, Ifp Colleague at Wealth Vantage AdvisoryWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → NA Nurlyn Azrina Hamka Nurlyn Azrina Hamka Colleague at Wealth Vantage AdvisoryTawau, Sabah, Malaysia, Malaysia View → HS Helwa Sofni, Ifp Helwa Sofni, Ifp Colleague at Wealth Vantage AdvisoryWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → NY Norsyuhada Yacob Norsyuhada Yacob Colleague at Wealth Vantage AdvisoryAmpang, Selangor, Malaysia, Malaysia View →
2 education records

Stephen Yong, Cfp Mba education

FAQ

Frequently asked questions about Stephen Yong, Cfp Mba

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

What company does Stephen Yong, Cfp Mba work for?

Stephen Yong, Cfp Mba works for Wealth Vantage Advisory.

What is Stephen Yong, Cfp Mba's role at Wealth Vantage Advisory?

Stephen Yong, Cfp Mba is listed as Director and Licensed Financial Planner at Wealth Vantage Advisory.

Where is Stephen Yong, Cfp Mba based?

Stephen Yong, Cfp Mba is based in Federal Territory Of Kuala Lumpur, Malaysia, Malaysia while working with Wealth Vantage Advisory.

What companies has Stephen Yong, Cfp Mba worked for?

Stephen Yong, Cfp Mba has worked for Wealth Vantage Advisory, Mypf Services, Intradeco Sdn Bhd, and Intel Corporation.

Who are Stephen Yong, Cfp Mba's colleagues at Wealth Vantage Advisory?

Stephen Yong, Cfp Mba's colleagues at Wealth Vantage Advisory include Zulkhairi Zulkifli, Cfp Cert™️, Felicia Lim, Muhammad Nazmin Mohd Yusoff, Ifp, Liyana Rahimi, Shrfp, and Nur Zafira S..

How can I contact Stephen Yong, Cfp Mba?

You can use AeroLeads to view verified contact signals for Stephen Yong, Cfp Mba at Wealth Vantage Advisory, including work email, phone, and LinkedIn data when available.

What schools did Stephen Yong, Cfp Mba attend?

Stephen Yong, Cfp Mba holds Masters from University Of South Australia.

What skills is Stephen Yong, Cfp Mba known for?

Stephen Yong, Cfp Mba is listed with skills including Management, Business Development, Project Management, Leadership, New Business Development, Strategic Planning, Operations Management, and Team Management.

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