Cherie T.

Private Wealth Consultant

Currently Representing Prudential Assurance Co

Disclaimer:
https://www.prudential.com.sg/fc-info

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

About Cherie

Cherie Tan is the thought leader for the next generation of financially savvy women. She is a CFA (I) Candidate (Dec 2020) and CFP Candidate (2021).

Expertise:
Life Insurance Portfolio Management, Investment and Wealth Portfolio Management, Estate and Business Succession Planning

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