Anna Wang Hongna Cfp® Email & Phone Number

您好，我是洪娜Hongna，是新加坡最大独立理财顾问公司Financial Alliance鑫盟理财的资深理财顾问，拥有6年+的行业经验。专注于为职场人士和家庭提供全面的财务保障服务，致力于帮助客户建立安全的保障体系和理财方案。特别是成为在新加坡的华人和新移民值得信赖的理财顾问。专业学术背景和经历山东财经大学经济贸易本科学位，拥有新加坡银行和金融学院认证，国际金融理财师认证CFP®。过去的学术背景和不断的自我提升，让我具备了坚实的理论基础，使我能够更好地为客户提供财务规划方面的建议。并且坚信终身学习是作为一名理财顾问的基本要求。从开始的AIA单一保险公司转换到现在的独立理财顾问公司，始终保持以客户为中心，中立，客观的为客户进行财务规划。在基本医疗保险申请索赔和教育，养老规划上有经验。 希望成为您家庭财务的急救工具箱，事先准备好工具（规划方案），并在需要的时候能够快速地，正确地使用工具。具体提供以下财务规划服务：风险管理（医疗保险和人寿保险）财富保障规划，保险规划以及年检教育养老规划，投资规划以及年检传承规划(CPF提名，LPA, 遗嘱等）欢迎链接我，成为您财务保障和规划上的好伙伴。CFP®️ Certified Financial PlannerHello, I am Hongna, a senior financial advisor at Financial Alliance, the largest IFA firm in Singapore, with over 6 years of industry experience.Specialized in offering comprehensive financial protection services for professionals and families, dedicated to helping clients build secure insurance systems and financial plans for themselves and their loved ones. My goal is to become a trusted financial advisor, especially for Chinese individuals and new immigrants in Singapore.Focus on providing services：Risk Management(Health Insurance & Life Insurance)Insurance portfolio Planning & ReviewInvestment Portfolio Planning & ReviewEducation and Retirement PlanningEstate Planning (CPF Nomination, LPA, WILL)Feel free to connect with me; I look forward to being your trusted partner in financial protection and planning.