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Evelyn Xu



Your Trusted Partner for a
Secure Financial Future


My Services



Hello! I'm Evelyn Xu, a Certified Financial Planner, Chartered Financial Consultant, Associate Estate Planning Practitioner.

I aim to provide the most comprehensive financial planning solutions by helping each and every one of my clients develop a holistic financial program specially catered to their individual and corporate needs.

My Prompt and dedicated services. My standard is to reply as quickly as possible. If I cannot respond immediately, I will hold things accountable.

Honesty and transparent. I aim to build and maintain genuine relationships for the long haul.

By continuously equipping myself with relevant knowledge, I take pride in working with individuals, families and business owners to achieve peace of mind in their financial well-being.



Qualifications



2023





Chartered Life Underwriter® / Singapore (Clu® / S)



2021





Associate Specialist in Estate Planning (ASEP®)



2020





Chartered Financial
Consultant® / Singapore (ChFC® / S)



2017





Certified Financial Planner (CFP®)



2012





Associate Estate Planning Practitioner (AEPP®)



2011





Professional Estate Planner with Rockswills



Mission



"Providing my clients with the utmost respect by developing a long-term relationship based on honesty and trust is what I believe in strongly."



Mission



"I am convinced about what I do and will continue to carry my convictions in sharing the importance of early financial planning with the community around me."



Core Values



Commitment



Education



Gratitude



Professionalism



"If you like my work, don't keep me a secret."

©2023 by Evelyn Xu.