Rozanna binti Abdul Rashid - CFP, IFP

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Location

Segambut, Kuala Lumpur

Firm

Alpine Advisory Sdn Bhd

License number

eCMSRL/B9833/2020

Range of fee

from RM3,500 up to RM5,000

About Rozanna binti Abdul Rashid - CFP, IFP

Hello! Are you looking for a friendly financial planner who can be discreet, truthful and passionate about her work? Let me be that person! I’ve helped numerous clients with planning their financial goals, optimize their investment portfolios and chart their legacies for their family.

Now a bit about myself: I am an ex-corporate banker turned real estate consultant. In fact, I like property investing enough to complete a Masters degree at the London School of Economics in Real Estate, Economics and Finance! Armed with that knowledge, helping my clients sort out their property portfolios happens to be an extra perk that complements the entire financial planning process. Of course, creating a holistic plan wouldn’t be possible without the discipline of being a holder of both Chartered Financial Planner and Islamic Financial Planner qualifications. I love what I do, and I’m sure that we can accomplish great things if we work together.

Area of Expertise

Comprehensive Financial Planning, (covers all aspects of planning your personal finances and life goals)

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

Wealth Protection (debt and contingency planning)

Wealth Distribution (Estate Planning, Faraid, Hibah)


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