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.