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LIU Yiquan Eugene 刘以泉

Financial Consultancy 财务顾问

About LIU Yiquan Eugene 刘以泉

您好,我是刘以泉,感谢科技让我们相遇!我2010年来到新加坡,毕业于新加坡新加坡南洋理工大学并且拿到博士学位。现在在新加坡的理财顾问公司做全牌照理财顾问。服务过上百个新加坡新移民和国内的朋友,为他们提供全面专业的定制化资产配置服务。

我曾经是一名工程师,在浙江大学获得学位,并在上海的国际公司工作多年。后来,带家人移民到新加坡,并且在新加坡南洋理工大学获得哲学博士学位。通过这一系列的跨国经历,我深刻理解到不同背景下的财务挑战和规划的重要性。

在我转行做理财顾问之前,我一直对理财投资有着浓厚兴趣,并注意到身边很多高学历人群普遍缺乏金融知识,因为这个行业确实存在巨大信息差,这一点对于刚到新加坡的朋友们尤为明显。而且,保险理财的选择成本是非常大的,一旦选错的错,就可能会造成很大损失,因此,我转型成为一名理财顾问,致力于帮助新移民的个人和家庭在新加坡做精准配置,不仅给他们一份安心,而且在新加坡实现他们的财务目标。

我的使命是:通过深度的对比和专业的理财建议,为您打造稳固的经济基础,帮助您实现财务自由。

我会以简洁易懂的语言解释复杂的金融术语,确保每一位客户可以轻松理解并掌握每个财务决策的核心。如果你在寻找一位真诚、专业的理财顾问,我将是您的理想选择。让我们一起规划和实现一个更加稳健的财务未来。欢迎通过微信联系我:DrLiu65,期待为你服务!

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130,000+

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$1 billion+

assets under advice

Extensive Network of Business Partners

17 Life Insurers
36 General Insurance Partners
11 Investment Platforms
16 Financial Institutions
9 Estate Planning Companies
70 Asset Management Firms

#ChooseQuality with LIU Yiquan Eugene 刘以泉

An in-depth insurance portfolio review with LIU Yiquan Eugene 刘以泉 could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.