Head of Holistic Financial Planning, RFP®
Hoe is a Registered Financial Planner® (RFP). Currently, he holds Capital Market Services Representative License (CMSRL) from the Securities Commission and Financial Advisor’s Representative license from Bank Negara Malaysia.
Hoe joined Whitman in 2009 and follows a structured and result oriented approach to financial advice. He helps clients across a broad base of professional spectrums: senior executives, professionals and retirees make smart, strategic decisions with their money so they can meet their financial and lifestyle goals.