Introduction
Jessie Ooi is a Certified Financial Planner with a strong background in accounting, having transitioned into financial planning in 2008. Her extensive experience as an accountant has deepened her understanding of financial literacy, which she believes is crucial for parents managing their families’ financial futures. Jessie’s personal experiences with financial challenges in her family have further reinforced her commitment to helping others through comprehensive financial planning. She is dedicated to empowering families to build healthier financial environments and leaving a lasting legacy through sound financial practices.
Related Skills
- Registered Reskills Coach
Background
As a Certified Financial Planner (CFP), Jessie also holds qualifications as an Associate Member of the Chartered Institute of Management Accountants (CIMA) in the UK, a CMSRL from the Security Commission, and an FAR license from Bank Negara Malaysia. Additionally, she is an Associate Estate Planning Practitioner accredited by the Estate Planning Practitioner Ltd, Singapore. Her career goal is to help families achieve their financial objectives, enhance their assets, reduce liabilities, and unlock hidden financial potential. By integrating the best wealth strategies from the UK, US, and Singapore, Jessie aims to make a significant impact on the financial well-being of her clients.
