Private Wealth Consultant
Currently Representing Prudential Assurance Co
Disclaimer:
https://www.prudential.com.sg/fc-info
Expertise:
Life Insurance Portfolio Management, Investment and Wealth Portfolio Management, Estate and Business Succession Planning
Qualifications:
- Associate Wealth Planner (CFP) 2018 – Present
- CFA (I) Candidate (Dec 2020)
- Master Fund Adviser (MFA) – 2020 – Present
- Associate REIT Investment Advisor (ARIA) – 2020 – Present
- Certificate in Advising Small and Family Businesses (Cert. ASFB) – 2020 – Present
- Singapore Accredited Mortgage Planner (SAMP™) – 2019 – Present
For Work / Collaboration / Client Solutions:
Useful Links
- Book an appointment to speak with me about your personal wealth management
- Join my free community for women who’re keen on gaining financial clarity and confidence.
About Cherie
Cherie Tan is the thought leader for the next generation of financially savvy women. She currently runs Her Money Academy with a mission of helping women navigate finances and financial conversations.
At just 22 years old, Cherie successfully launched and scaled her software development firm across Asia. In a span of five years, she’s built her boutique software firm into a business that provided seed-stage companies across ASEAN with digital solutions. Throughout her entrepreneurship journey, she’s actively sought for authentic support for ambitious and creative women who are out to build their dreams on their own terms.
Cherie subsequently took a long-awaited, much needed sabbatical in 2018 to realign with her purpose and discover how she could further enrich the lives of women in Asia. As a heart-centred, multi-passionate, and grounded leader who loves helping women build their best versions of themselves, Cherie founded Her Money Academy in 2020 with a vision to serve and lead ambitious women in safe conversations about personal finance and provide ample support and resources to maximise one’s personal finance and break free of limited money mindsets.
Cherie brings to the table zest and the desire to empower women with the spirit and unwavering belief that they can do whatever they set themselves up to achieve with audacity. She currently manages a portfolio of High Net Worth (HNW) individuals across the ASEAN region and advices individuals on wealth preservation and optimisation strategies, and provide business succession solutions to family businesses.
