Philbert Tan
First Steps Advance Care Planning (Acp) Instructor at Respecting Choices
Based in Singapore, Singapore
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Seniority
Staff
Department
Healthcare & Human Services
Location
Singapore
Industry
Hospitals and Health Care
Company size
12
Contact information
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p•••••••@respectingchoices.org
Phone
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Background
About Philbert Tan
19+ Throughout my career in financial services, I have dedicated myself to guiding clients towards secure and prosperous futures. By leveraging customized investment strategies, risk management, and estate planning, I've enabled numerous individuals to protect their wealth and achieve their financial dreams- Chartered Wealth Manager (CWM)- Trust and Estate Planner (TEP)- Certified Financial Planner™ (CFP®)- Certified Financial Technician (CFTe)- IBF Advanced Level 3 in Personal Financial Planning : As a First Steps® Advance Care Planning Facilitator/Instructor, I help families make informed decisions regarding future health care and end-of-life preferences, ensuring these choices are legally upheld and truly reflect their values- Full Member of the Society of Trust and Estate Practitioners (STEP)- Chartered Member of the Chartered Institute for Securities and Investment (CISI) These credentials and memberships highlight my commitment to excellence and continual learning in the fields of finance and estate planning: In our increasingly interconnected world, I believe in the immense benefits of shared knowledge and resources. I am eager to connect with professionals and leaders who are passionate about making impactful contributions to the financial and health care planning industries. Let's discuss how we can work together to enhance our practices, innovate, and create enduring legacies. Let's Connect! If you're looking for expert advice in financial management or end-of-life planning, or if you want to exchange insights, I'm here to collaborate. Reach out today, and let's achieve great things together.
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