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彭歌佳 Gothia Peng Gejia

Senior Financial Advisory Manager


 
About 彭歌佳 Gothia Peng Gejia

您好，我是Gothia彭歌佳，是新加坡最大独立理财顾问公司Financial Alliance鑫盟理财的资深理财经理，拥有超过十年的行业经验。

专业背景

我持有新加坡保险学院的个人财务规划学位，以及新加坡银行与金融学院的高级认证。这些学术背景为我提供了坚实的理论基础，使我能够更好地为客户提供财务建议。

工作经验

 我曾在新加坡的头部人寿保险公司服务了9年多，帮助了上百个新移民家庭实现财务安全感，在保险后续服务和理赔方面，拥有非常丰富的经验。

我的使命

我的使命是为客户提供专业、中立、全面的财务建议。我始终将客户的需求和利益放在首位，并秉承着长期主义和真诚负责的原则。对我来说，每位客户都如同朋友一般重要，我期待陪伴他们走过人生不同阶段，优化他们的财务状况，并提供真正符合他们需求的解决方案。

我的承诺

我致力于为每位客户提供量身定制的解决方案，并定期回顾计划，以确保财务目标得以实现。如果您正在寻找一位可信赖的理财伙伴，我期待着与您携手合作，共同规划您的财务未来。

如果您有任何疑问或需要进一步了解我的服务，请随时联系我。感谢您访问我的个人网站，期待与您交流！

Wechat：Gothia

 

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  • with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.

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130,000+

clients and growing

450+

financial adviser representatives

23+

years in business

$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

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