Tan Yi Wen, CFP, FCCA

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Location

Petaling, Selangor

Firm

Whitman Independent Advisors Sdn Bhd

License number

eCMSRL/B7851/2017

Range of fee

from RM1,500 up to RM4,500

About Tan Yi Wen, CFP, FCCA

I Specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk.

* Excluded from Smartfinance FP discount programme

Area of Expertise

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

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


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