Lee Khee Chuan is a CFP Professional, Chartered Financial Consultant ( ChFC ), Certified Financial Planner ( CFP™), Chartered Life Underwriter ( CLU ) and a Fellow, Life Management Institute (USA). He graduated with a B.A. from National University of Singapore ( NUS ) in 1992, majoring in political science and psychology, with minors in economics and Malay studies. He has been a licensed financial adviser since 2011. He specialises in integrated approach to estate planningand his estate planning articles have been published in Personal Money, Smart Investor & Free Malaysia Today. Most of his clients are business owners and professional firm owners.
Credentials:
- Chartered Financial Consultant (ChFC)
- CFP Professional
- Chartered Life Underwriter (CLU)
- Fellow, Life Management Institute, USA (FLMI)
- B.A. Double Major in Political Science and Psychology from the National University of Singapore (NUS)
Professional Journey: Embarking on my career in 1995, I started as a company trainer with a renowned international financial institution in Kuala Lumpur. Evolving into a practitioner, I have been a Securities Commission-licensed Financial Planner Representative (CMSRL) since and a Bank Negara-licensed Financial Adviser Representative (FAR) since 2011.
Educational Contributions: Beyond my practice, I actively contribute to the industry as a lecturer for the CFP certification program and a Continuing Professional Education (CPE) Trainer at the Financial Planning Association of Malaysia (FPAM). My insights and expertise are also shared through leading publications such as The Edge, Personal Money, Smart Investor FPAM’s 4E Journal, and Free Malaysia Today (FMT).
Client Focus: Majority of my clientele comprises owners of professional firms and businesses. This focus allows me to understand the unique challenges faced by entrepreneurs and tailor effective solutions that align with your specific needs.
Founder of EstatePlanningMalaysiaAcademy.com: As the founding principal of EstatePlanningMalaysiaAcademy.com, I am committed to cultivating the next generation of competent estate and financial planners. This initiative reflects my dedication to knowledge dissemination and the ongoing professional development of experts in the field.
Your Trusted Guide: My approach is rooted in a passion for empowering business owners to navigate the complexities of business and wealth succession seamlessly. Through an integrated estate planning lens, I aim to transform challenges into opportunities, ensuring a lasting legacy for generations to come.
Connect With Me: For inquiries, consultations, or to explore the world of business, wealth succession, and integrated estate planning, feel free to contact me by clicking on the WhatsApp button on the right side of the screen.
Empower your financial journey with a trusted partner who combines expertise, passion, and a commitment to your long-term success