Alan Koh, Financial Services Manager of PLUS Advisory Group, IPP Financial Advisers

Journey & experience in finance:

-B.Accountancy (Honors) at NTU

-Worked in Deloitte & Touche LLP, Top associate and US Assignment.

-Joined finexis advisory, promoted to Associate Director in 2018

-Currently in IPPFA, under mentorship of Top 1% of Financial Advisor

-Serve over 200 clients whom are mostly professionals and business owners

-More than 10 years of financial advisory experience

-Specialise in Investment and Retirement Planning

-Financial Educator with ACTS-tensive Wealth Academy

-Investor & CFO of Cafe Franchise

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Awards & Certifications:

-Associate Financial Planner (AFP)

-Associate Wealth Planner (AWP)

-Certified Financial Planner (CFP), acclaimed Gold Standard for Financial Planning

-Elite Class Award, 2014

-Top 6% of advisors , MDRT 2018,2023,2024

-Producer Club, 2020,2021,2022,2023

-Chairman Round Table, 2022,2023,2024

-Top 3% of advisors, COT 2022

-Associate Estate Planning Practitioner Professional (AEPP)

-Associate REIT Investment Advisor (ARIA)

-Certificate in Positive Psychology UPenn

-Certificate in Enneagram Coaching

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Community Work:

-Setting up donations to charitable organizations