Cherie T.

Private Wealth Consultant

Currently Representing Prudential Assurance Co



  • 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:

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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).

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

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