Valuation Analysis

Tan Sze Yen

Financial Advisory Assistant

8+
Experience
CFP
Certifications
Valuation Analysis
Specialization

Biography

Ms. Tan Sze Yen is a Financial Consultant Assistant with a solid foundation in wealth management and investment support. She is CFP certified and familiar with systematic financial planning and investment evaluation. Ms.Tan specializes in Valuation Analysis, using financial models and company valuation to help financial consultants with investment plans and product selection. She focuses on data accuracy and risk awareness to provide reliable analysis for decisions. As a key member of the financial consultant team, Ms.Tan is dedicated to professional analysis and collaboration to help clients reach their long-term wealth goals.

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