Lam Ziying
CFP Professional | AEPP®
Hi, I am Ziying Lam. I joined the financial planning industry since 2016. With previous experience as a business analyst, I am very analytical by nature, so I enjoy analyzing clients’ financial situations and identifying opportunities for improvement.
As a CFP CERT TM practitioner, I believe in the importance of having holistic financial planning with a logical and systematic approach.
I created the V.O.I.C.E. system, which I believe brings clarity to shape my client’s ideal life.
It has helped me to propose financial solutions that align with the life that my clients want.
Plan your future today and live the life you want tomorrow. Let’s start today.