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Our Team

Achievements

Jerome Chan | Financial Consultant

With a strong foundation in B2B technology and client servicing, Jerome Chan brings over eight years of experience working with top-tier clients in the tech industry. Now a dedicated financial advisor, he applies the same principles of trust, clarity, and strategic guidance to empower individuals in their financial journeys.

Jerome is passionate about helping clients gain confidence in managing their wealth, ensuring they make informed decisions that align with their long-term goals. His approach is deeply personal—one rooted in genuine care and a commitment to creating positive financial outcomes. A client once shared how his guidance transformed their financial outlook, reinforcing Jerome’s belief that financial planning isn’t just about numbers; it’s about enabling a more secure and fulfilling life.

Beyond his professional role, Jerome enjoys traveling and cherishing time with his family, embracing the balance between personal and professional growth.