Calvin is an experienced and qualified CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive financial planning and wealth management.
He was awarded Top 10 Financial Planner of the Year 2018, an industry-wide competition by the Financial Planning Association of Singapore for financial planners in Singapore recognized for his financial planning excellence in Banking, Insurance and Financial Advisory sectors.
Calvin is also a 4-time recipient of the highest-tier FA Quality Class - Eminence Award bestowed upon financial practitioners with the highest competency in knowledge and professional standard.
He is also a Qualifying member of the prestigious Million Dollar Round Table (MDRT) and is recognized internationally as the standard of excellence in the financial advisory industry.
For more than 10 years, Calvin has to-date served 350 clients in all areas of wealth management, such as investment planning, retirement planning, risk management, insurance planning, mortgage planning, loan advisory, tax planning, business continuity planning, and estate planning.
“I help my clients grow their Wealth, protect their Wealth, and make Retirement a sweet victory for them.”
His clients come from different walks of life from business owners, doctors, lawyers, professionals, managers, executives and technicians (PMETs) and their families.
Trusted by 120k+ Clients in Singapore
with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.
Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.
clients and growing
financial adviser representatives
years in business
assets under advice
An in-depth insurance portfolio review with Calvin Bok could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.