James Leong Kwong Yew, CFP

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Wangsa Maju, Wilayah Persekutuan Kuala Lumpur


CC Advisory Sdn Bhd

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Range of fee

from RM500 up to RM6,000

About James Leong Kwong Yew, CFP

I am a fee-based financial planner with CC Advisory Sdn Bhd with more than 5 years of experience in the banking and finance industry combined a strong background in stocks, currency, futures, options and investment management prior to venturing into the financial planning industry. I hold a Certified Financial Planner (CFP) qualification and am a Certified Member with Financial Planning Association of Malaysia (FPAM) since 2011. I also coach business owners to accelerate business growth when I was a growth hacker specialising in Internet marketing strategy. Now, my main focus is to create awareness and to help young Malaysians to discover the power of starting their financial planning early in life as well as providing professional all-round solutions to all my clients.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Succession Planning (planning for business continuation), Family Office (holistic family management)

Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)

Financial Security (ensuring stable stream of income for individual / family)

Credit Protection (debt and contingency planning)

Child Tertiary Education Planning (securing your children's education)

Retirement Planning (pre and post retirement planning, management of retirement fund)

Estate Planning (timely wealth distribution)

General Accumulation / Emergency Money (management of savings for other use)

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