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Charlene Yan – Financial Services
Charlene Yan
Associate Director of Sales, Financial Services  ·  4.5 Years in Industry
SCI (DPFP) Rising Star 2026 Investment & Wealth Growth Protection & Risk Management
My Story

My career began in communications, where I graduated from the Wee Kim Wee School of Communication and spent two years across different companies in contract roles. It was a formative period — I learned how to speak well, build networks, and approach problems from multiple angles. But after a while, I found myself wanting more than the work behind the scenes. I wanted to connect with people directly and make a tangible difference in their lives.

That desire brought me into financial advisory, and it is a decision I have not looked back on. In 4.5 years, I have built a client base from the ground up, gaining 30 clients in my first six months alone. One moment that has stayed with me was helping a client with cancer secure a Multipay Critical Illness plan, at a time when she needed it most. Those are the moments that remind me why this work matters.

My approach is straightforward: I take the time to understand what each client actually needs, then build solutions around that. For investments, I work across multiple platforms so that each portfolio reflects the client's risk profile and time horizon, not a one-size-fits-all template. For protection, my familiarity with multiple insurers means I can find coverage that is both comprehensive and accessible. At its core, my work is about journeying with clients through every life stage, so they can pursue their goals with confidence.

Specialties
What I Focus On
Tailored solutions across the key areas of financial planning, built around what matters most to you.
01 📈 Investment & Wealth Growth
Carefully crafted portfolios across multiple platforms, built around your risk profile, goals, and time horizon.
02 🛡️ Protection & Risk Management
Coverage across multiple insurers, so you get the most suitable protection at the most accessible terms.
03 🌅 Retirement Planning
Building a plan that replaces your income and sustains your lifestyle well into the years after you stop working.
04 🎓 Education Planning
Setting aside the right funds early so your child's tertiary education is fully provided for, without compromise.
Client Testimonials
What Clients Say
Get in Touch
A Conversation Can Change Everything
Most people find it easier to start with a conversation. If something about your finances feels unsettled, reach out and we can take it from there.
Book a Free 20-Min Chat
or connect with me through Facebook or Instagram

Office Location: Keppel South Central
10 Hoe Chiang Road #03-06 Keppel South Central
Business Hours: 9:00 AM – 6:00 PM (Mon – Fri)
Contact: +65 6807 2474