Yong Xian is a Senior Personal Wealth Manager with over a year of experience in the financial advisory industry. Specializing in retirement and legacy planning, Yong Xian is passionate about helping young working professionals and families make informed decisions that maximize the value of their financial strategies. Recognized with the prestigious MDRT (Million Dollar Round Table) award, Yong Xian is committed to guiding clients toward financial security through comprehensive investment planning and portfolio optimization.

With a focus on cost-efficiency, Yong Xian works closely with clients to ensure their insurance coverage and investment plans are tailored to provide the best possible value, without increasing costs. Through careful analysis and expert advice, Yong Xian helps clients save on potential expenses while enhancing coverage to meet long-term goals. Whether it’s navigating complex investment portfolios or developing retirement strategies, Yong Xian is dedicated to empowering clients to secure a prosperous financial future.