Sissi Goh Yan Xi
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Trust and Estate Practitioner (TEP)
Certified Legacy Planning Associate (CLPA)
WMI Certified Family Office Advisor
- Sissi Goh is the award-winning author of the book ‘Wealth Management Isn’t Just for The Rich’. She advises clients across the whole spectrum of wealth management.
- She has experience in private wealth and investment consulting, including hedge fund analysis and wealth management. She has advised clients on a wide range of financial products and services.
- She graduated with a Master of Public Administration in International Finance Policy and Management, from Columbia University, in the City of New York. She is currently a full member of STEP, a global professional association for practitioners, who specialises in family inheritance and succession planning.