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About Us

Yolanda Tan

CFP
Location

Kuala Lumpur, Selangor

Spoken Language

English, Bahasa Malaysia, Chinese, Cantonese

License

Financial Adviser’s Representative (FAR)

Capital Market Services Representative License (CMSRL)

About Yolanda Tan

Yolanda Tan is a trusted advisor helping people from all walks of life plan their path forward. For a decade she has worked with individuals, families, and business owners to construct and implement customized, goal-based financial strategies through a tailored and client-centered approaches. Whether you are looking for building wealth for a secure retirement, medical insurance plan for medical and hospitalization treatments, protections for covering your own assets, planning for your child’s education, saving for your first home, or estate planning strategies you will never find another financial advisor who will take more of a personal interest in your financial future patiently or will do more to help you achieve your financial goals than me.

She earned a Bachelor of Business degree in Marketing from the University of Southern Queensland Australia and has been a Certified Financial Planner since joining VKA. Prior to her degree of study, she used to work in luxury fashion retail and banking and insurance industry. Valuing the importance of life-long learning, she always participate in multiple seminars and courses to keep adreast in the financial advisory field.

I look forward to working with you and helping you reach your financial planning goals. Kindly contact me to schedule your appointment if you want to know more about it.

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Number of Clients Advised
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Years of Experience

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