Yuvarajan Periyan A/L Yogeswaran, CFP, IFP

Profile image

Location

Selangor - Petaling Jaya

Firm

Uno Advisers Sdn Bhd

License number

eCMSRL/C3089/2023

Range of fee

from RM500 up to RM4,500

About Yuvarajan Periyan A/L Yogeswaran, CFP, IFP

Meet Yuvarajan, a Licensed Financial Planner, licensed by the Securities Commission Malaysia and holds the Certified Financial Planner (CFP CERT TM) and Islamic Financial Planner (IFP®️) qualifications. Co-founder of Uno Advisers and part of the financial planning industry since 2019. He is also the Head of Business Development & Partnerships for Uno Advisers.

Yuvarajan has a passion for helping young adults achieve financial literacy and competency. Yuvarajan understands the challenges of managing personal finances in today's world. Yuvarajan also hosts the "Brown Guy Talk Finance" podcast, where he is committed to assisting young people like himself in achieving their financial goals.
He actively contributes to Radio Astro, Raaga FM, and Minnal FM on financial awareness, and advocates for CFP branding with FPAM.

For the youth community, Yuvarajan has conducted both physical and virtual financial talks and workshops for universities. Here he emphasizes the importance of financial literacy and tackling FOMO. Yuvarajan is a firm believer that; “You can have fun without costing your future”

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals), Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family), Retirement Planning (pre and post retirement planning, management of retirement fund), General Accumulation / Emergency Money (management of savings for other use)


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