George Tey, MBA, CFP
CERTIFIED FINANCIAL PLANNER® Professional
CERTIFIED FINANCIAL PLANNER® Professional
As a CERTIFIED FINANCIAL PLANNER® Professional with over 20 years of experience, I provide comprehensive and integrated wealth management services to businesses and their employees, professionals and individuals.
I am licensed to offer the following services:
I also provide advice on tax planning and comprehensive financial planning. Canfin Wealth Management services are comprehensive because creating wealth, distributing wealth, managing and preserving wealth cannot be done in isolation. A full 360-degree perspective is required to ensure that success in one area does not conflict with another. We use an integrated approach in all our engagements because when it comes to the creation, distribution, preservation and management of wealth there are no easy answers, and may involve other highly skilled individuals to work collaboratively with us to develop custom-tailored solutions based on the unique circumstances of our clients.
To help you achieve your goals, I am committed to life-long learning and professional development. I will provide you with a "qualified approach to wealth creation, wealth preservation, wealth distribution and management!"
How often have you heard others say, "I can't find the balance between my personal life and work" or " I don't feel in control of my life."
Determine what is important and set goals to do it. A balance between work and your personal life is essential.
The 6 step process to helping you to achieve your personal goals.
1) Identify your values and goals.
2) Establish financial objectives.
3) Gather, process and analyze relevant information.
4) Develop a financial plan.
5) Implement the plan.
6) Monitor the plan and make changes if necessary.
George's unique value proposition is to provide trusted financial counsel in planning a financial roadmap to achieve your significant values and goals.