Yun Qi is a dedicated financial advisor with almost 7 years of experience in the industry. Passionate about making a real difference, she believes in helping clients be better off by optimizing their financial portfolios to align with their life goals.

Specializing in working with young professionals and pre-retirees, Yun Qi focuses on portfolio optimization to free up resources for what truly matters—whether it’s securing a comfortable retirement, building a legacy, or achieving financial freedom. With a strong commitment to personalized strategies, she guides clients through legacy planning, retirement solutions, and long-term wealth accumulation.

Recognized for her awards she have achieved overs the years, Yun Qi also leads a small team of advisers and is dedicated to building a high-performing unit that sets the standard in the industry.