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Your Trusted Partner for
a Secure Financial Future

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 transparency. 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 Rockwills

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.”

Core Values :

Commitment

Education

Gratitude

Professionalism

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