Felicia graduated from Singapore Management University with a Bachelor of Science, with a Double Major in Economics and Finance in 2011. A banking career appeared to be a natural choice for her, and she started her working life in a prestigious foreign bank. Despite a cushy job, she eventually joined the financial planning industry after witnessing how poor financial decisions undid years of hard earned savings her family members had accumulated.
During her 4 years with her previous firm, she has collectively insured her clients for more than $70 million. She also attained consecutive Elite Awards, which placed her amongst the top 10% of her firm’s financial consultants. In May 2020, Felicia decided to propel her career to new levels with IPP to better value-add her clients. She believes that learning is a continuous journey, and one must always seek to upgrade her skills and expertise, and challenge her boundaries. Her clients include senior doctors, engineers, and finance professionals. Through financial planning, she hopes to break the notion that working adults have to resign themselves to the rat race until they’re old.
Today, Felicia is pursuing her Certified Financial Planner (CFP) Certification, which represents the gold standard in financial planning and wealth management. She believes that this will strengthen her ability to help her clients accelerate their progress towards their goals.