I started trading US equities six years ago and have always been entrepreneurial. Slightly before the pandemic, I founded a telegram club (Youth Investors Club) to connect existing and budding investors. I have had the opportunity to host webinars to educate and share ideas with people from all walks of life. Through this venture, I found out that not everyone has the passion and the mental capacity to manage their investments and plan their finances. Many have tried and burned their fingers due to a lack of expertise and guidance. After much consideration, I decided to join this industry to be the bridge to financial planning and let others leverage on my expertise to live the life they deserve.
Growing up, I had a passion for people development, so before I got licensed, I envisioned myself building a young, competent and driven team. Thanks to the guidance from my mentors, I recruited over 10 associates in my first year of business and was promoted to Associate Director in 2022 and director in 2023.