I have always been a strong believer that one’s cornerstone must be built by values and principles. Thus, I was faced with a crossroad in my life where I have to consider if I wanted to pursue a marketing path or a finance path upon graduation.

Growing up with a parent whose career is in financial services has shown me that financial consultants are able to not just provide a livelihood for themselves, but ensuring that others’ livelihoods are well thought of. I decided to start my career in an industry knowing that this place will provide me with platforms to leapfrog my career growth. And that could not be possible without my mentor, Daniel Chang.

Advisors’ Clique ease my initial learning journey with the structured training that is put in place and pace along with close guidance by my mentor. Here, we do not just talk the talk, but we walk the talk. This provided me with a smooth transition to leverage on resources, environment, trainings to excel both in the field of being an associate and a leader.

Achievements

5-year MDRT member & 3-year IDA member

Professional Qualifications

AWP^CM (Associate Wealth Planner)
AEPP® (Associate Estate Planning Practitioner)