WILSON CHEN

Wilson Chen has been in the financial industry for the past 15 years and is a Certified Financial Planner since 2015. In his early years, he worked with companies like J. Walter Thompson and Saatchi & Saatchi, serving clients such as Shell, Ford Motor Corporation, Procter and Gamble, and Anlene. He also worked in Vietnam for a couple of years with local companies including Anchor Beer before returning to Malaysia. 

In 2010, he transitioned into the Financial Planning industry, helping clients build their wealth through long-term planning. He assists clients in protecting their wealth using financial instruments locally and abroad. In his role as a corporate sector professional, he emphasizes that financial planning is not just about “numbers” but also about lifestyle, decisions, and choices. He helps clients clarify their financial journey and works with them in areas of diversification strategy and generational planning.