Kelly Wong, CFP

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Petaling Jaya, Selangor


Alpine Advisory Sdn Bhd

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Range of fee

from RM3,000 up to RM8,500

About Kelly Wong, CFP

I hold a Bachelor of Engineering from Multimedia University and a Certified Financial Planner. I bring 15 years of experience in the financial services industry, during which I have achieved numerous industry awards. These include the AKARD personal platinum and the prestigious Million Dollar Round Table award (MDRTs). I have also contributed to the online magazine Smart Investor, Female Magazine, the Edge, spoken on the BFM radio station, and, in 2018 the winner of the Malaysian Financial Planner Year Award.

I am the founder and CEO of Alpine Advisory and the company's mission is to provide the clients with the highest quality of financial planning and advisory and to always put clients' best interests, regular communication to serve the information and advice required to reach their financial goals. Alpine intends to deliver tailored, independent, and unbiased advice to give clients the peace of mind & confidence to pursue their own goals, passion, and dreams.

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 a 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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