Marcus embarked on his financial consulting journey in June 2020 while pursuing his undergraduate degree at Singapore Management University. Since then, he has rapidly built a distinguished career in the financial industry, establishing himself as a trusted advisor and leader.

Over the years, Marcus has earned numerous accolades that reflect his dedication and expertise. With over $3 million in assets under management, Marcus continues to elevate the standard of financial advisory.

As a leader, Marcus mentors and guides a team of over 20 financial advisors, fostering growth and excellence within his practice. His qualifications as a Certified Estate Planner (GetArrange) and Certified Will Planner (Simply Wills) further enhance his ability to provide comprehensive financial solutions.

Marcus specializes in advising medium to high-net-worth individuals, while still valuing diversity in his clientele. He works closely with young professionals, newlywed couples, young families, and fresh retirees, helping them navigate their financial journeys with confidence. His areas of expertise include financial advisory, wealth management, personal investment, retirement planning, mortgage planning, and legacy planning.

Marcus is deeply passionate about financial advisory because it allows him to empower clients to make informed decisions, build lasting wealth, and achieve financial security. Whether helping a young professional lay the foundation for financial success or guiding a retiree through estate planning, Marcus is committed to delivering tailored, strategic solutions that align with his clients’ goals.

Through his expertise, leadership, and unwavering dedication, Marcus continues to make a meaningful impact in the lives of those he serves