Tan Yi Wen, CFP, FCCA

Profile image

Location

Petaling, Selangor

Firm

Whitman Independent Advisors Sdn Bhd

License number

eCMSRL/B7851/2017

Range of fee

from RM2,000 up to RM7,000

About Tan Yi Wen, CFP, FCCA

An independent licensed certified financial planner who places the client's financial success as my top priority. With total client's assets under advice of RM26mil (as at 31 July 2020), many clients and people have benefited from my advice as a holistic wealth advisor. My principal, Whitman Independent Advisors Sdn Bhd, is a licensed financial planning firm with RM3 billion (as of 31 December 2019) of assets under advice and has vast experience in advising clients to grow their wealth and achieve financial freedom.

Without sales quota to fulfill, I provide unbiased and professional advice to guide my clients to achieve financial success. I have clients who achieved more than 50% of net worth growth over one year, which demonstrated the impact and importance of how holistic wealth management can help one to grow their wealth with high certainty and yet at minimum risk.

Area of Expertise

I am a holistic wealth advisor who helps clients to plan for their overall finance to achieve multiple financial goals with synergizing eight areas of financial planning. I Specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk.


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