Kuala Lumpur, Selangor
English, Bahasa Malaysia, Chinese
Financial Adviser’s Representative (FAR)
Capital Market Services Representative License (CMSRL)
Calvin Goh joined VKA Wealth Planners in 2016 as a Licensed Financial Planner (qualified with both RFP and CFP) with over 19 years of experience in the financial services industry.
He also assumes the leadership role in the organisation as he leads a team of financial planners where he supports them in achieving their personal growth and career goals in life, which are often in line with the company’s vision and mission.
Being a Financial Planner, his mission is to serve as his clients’ one-stop solution source for insurance management, wealth management and corporate solution needs.
For every client engagement, he puts his clients’ interest first and walks the path together to develop an unbiasedly suitable and effective recommendation or solution for them.
He firmly believes in building and sustaining long-term relationships with his clients highly based upon mutual respect on open communication and trust.
One of his guiding principles is to treat his clients the same way that he would like to be treated. This has brought much satisfaction in what he does for his clients.
He is enthusiastic in helping individuals, families and businesses to be on the right track in making their financial goals become a reality.