All about Financial Planning

Accredited Certified Financial Planner with more than 10 years of experiences.Provide Professional Financial Planning Services including Will-Writing,Private Family Trust &Foundation, Offshore Insurance and Investment.. 毕业于北大经济系荣誉学位，考获AEPP, PCE, CEILI, IPPC, PRS,CFP, 也是FPAM, LIAM 成员。 拥有7 年的金融业务经验，2016 年加入乐委机构成为乐委资产规划专员。(ROCKWILLS ESTATE PLANNER)
一直抱着一个信念就是给予顾客最满意的到家服务， 帮助顾客达到最完善的资产规划及给予各方面的理财资讯。