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Stephen Yong
Director & Licensed Financial Planner at Wealthvantage Advisory
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Work Experience
Dec 2018 - Present · 6 years and 1 months
Director & Licensed Financial Planner
Feb 2023 - Present · 1 years and 11 months
Licensed Financial Planner And Chief Knowledge Officer
Dec 2018 - Feb 2023 · 4 years and 2 months
Founder
Apr 2013 - Present · 11 years and 9 months
Company Details
11-50 Employees
Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation. We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively. We currently have 30 full time Financial Planners and Associates achieving their professional certification required to practice e.g. Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), & Shariah Registered Financial Planner (Shariah RFP). We focus on providing holistic financial planning and advisory services to our clients focusing on their needs first. We practice a process driven implementation of financial advisory supported by the usage of technology to provide the best service and care for our clients. The firm is headquartered in Kuala Lumpur and has a presence in Northern, Sourthern and East Malaysia (Miri and Kota Kinabalu).
Year Founded
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Social Media
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Industry
Financial Services
HQ Location
1-2, Jalan 2-76C Desa Pandan, Kuala Lumpur 55100, MY
Keywords
financial planningretirement planningfinancial educationinvestmentsinsurancetakafulislamic financial planningestate planningfinancial wellness trainingdebt management
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