Robert Chan

Robert Chan

Certified Financial Planner

Meet Robert Chan, a seasoned Certified Financial Planner (CFP) dedicated to guiding individuals and families towards financial success. With a wealth of experience in financial planning, Robert has earned a reputation for his meticulous approach and commitment to helping clients achieve their financial goals. As a CFP, Robert understands the intricate web of financial considerations that individuals face. Whether it's retirement planning, investment strategies, or risk management, he possesses the expertise to craft comprehensive financial plans tailored to each client's unique circumstances. Robert's approach is characterized by a deep commitment to client education, ensuring that individuals not only achieve their financial objectives but also understand the strategies employed to reach them. Beyond his professional acumen, Robert is known for his approachable demeanor and unwavering integrity. Clients appreciate his ability to simplify complex financial concepts, making the planning process transparent and empowering. Join us in entrusting your financial future to Robert Chan, where expertise meets a personalized touch, and financial goals become achievable milestones.  

All Sessions by Robert Chan

领导力学习峰会 Day 2 25/05/2024
9:30 AM - 10:00 AM

Day 1 关键内容复习

4:30 PM - 5:30 PM

主题 7 : 大众沟通


5:30 PM - 6:00 PM

Q&A 时段


领导力学习峰会 Day 1 24/05/2024
10:00 AM - 10:30 AM


4:00 PM - 5:15 PM

主题3 : 组织沟通


5:15 PM - 5:45 PM

Q&A 时段


Investment Summit - Day 2 31/03/2024
3:00 PM - 4:00 PM

Will Writing

Secure your legacy with our talk on 'Will Writing,' where we guide you through the essentials of estate planning and ensuring your wishes are documented and respected.

4:30 PM - 7:00 PM

Crypto Investment

Navigate the dynamic world of digital assets and maximize your investment potential in our workshop, 'Crypto Investment: Strategies for Success.'

Investment Summit - Day 1 30/03/2024
1:30 PM - 4:00 PM

How To Record Expenses

Master the art of financial organization and control with our course 'How To Record Expenses,' your key to effective expense management.

Financial Planning with Robert 16/03/2024
10:00 AM - 1:00 PM

How To Live Well

Invest Loom, Kuala Lumpur

Unlock the secrets to holistic financial well-being in our course 'How To Live Well,' where strategic planning meets a fulfilling life.

2:00 PM - 4:00 PM

Wealth Planning with Your Partner

Invest Loom, Kuala Lumpur

Navigate the path to financial prosperity together with our 'Wealth Planning with Your Partner' course—an essential guide for couples building a secure and shared financial future.

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