personal and family wealth advisor@ Individual Financial Planning
Hong Kong SAR
Cassidy Siu
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Edinburgh Napier University
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FlashIntel GPTCassidy Siu is a highly experienced insurance and certified financial planner with 11.8 years of work experience. Based in Hong Kong, she is a CFPCM and Personal and Family Wealth Management Advisor. Cassidy has been working at Individual Financial Planning since 2012, where she specializes in finance. Individual Financial Planning is a small company with 2-10 staff members, focusing on financial services.
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About
CFPcm, Personal and Family Wealth Management Advisor
Work Experience
personal and family wealth advisor
Financial Services
Cassidy Siu's Professional Milestones
- personal and family wealth advisor (2012-01-01~): Supporting clients in optimizing their wealth utilization through personalized investment strategies and expert guidance.
Education
Skill
Insurance
Certified Financial Planner
Certification
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Frequently asked questions
We found 3 Cassidy Siu's email addresses
Cassidy Siu works for Individual Financial Planning
Cassidy Siu's role in Individual Financial Planning is personal and family wealth advisor
Cassidy Siu works in the industry of Financial Services
Cassidy Siu's colleagues are Swapnil Waikar,Stephen Glaab, CFP®, AIF®
Cassidy Siu's latest job experience is personal and family wealth advisor at Individual Financial Planning
Cassidy Siu's latest education in Edinburgh Napier University
