LEADERS

Ethan Chen

Senior Vice President
Summit Planners APX Financial

Having embarked on my journey in the financial advisory industry in mid-2007, the past 16 years have been truly transformative, with the past four years being particularly life-changing. As a Certified Financial Planner, I possess a Bachelor's Degree in Mechanical Engineering, and I was awarded a scholarship from Singapore to pursue my Master's Degree from the esteemed Singapore-Massachusetts Institute of Technology Alliance programme.

In November 2018, I joined Manulife Financial Advisers and spearheaded the establishment of Summit Planners APX Financial. Within a short span of time, the branch flourished from its inception, attracting a team of seasoned advisors, former bankers, and individuals who transitioned careers midstream. The team has consistently achieved impressive annual revenue credits, with numerous qualifiers for esteemed accolades such as TOT, COT, and MDRT. This stands as a testament to the robust business model and the exceptional systems we have cultivated within the branch.

In my professional endeavors, I strive to accomplish three fundamental goals. Firstly, I aim to provide my clients with clarity in their financial journey, ensuring they have a well-defined financial blueprint to guide their decisions. Secondly, I am dedicated to fostering the growth and development of my consultants, empowering them to become proficient advisors who embody strong values and beliefs. Lastly, I aspire to inspire individuals to become the best versions of themselves, enabling them to achieve their fullest potential.

Vision:
Our vision is to ensure that everyone has access to outstanding financial advice.

Mission:
Our mission is to establish ourselves as the leading financial advisory team in Singapore, characterized by our exceptional people, streamlined processes, innovative systems, and comprehensive solutions.

Values:
We uphold the principles of Authenticity, Proficiency, and eXcellence in all aspects of our work.

In summary, my extensive experience and specialized knowledge allow me to excel in providing Investment Advisory, Comprehensive Financial Planning, Will and Trust Planning, Business Succession and Generational Wealth Succession Planning. By focusing on my clients' financial clarity, fostering the growth of my team, and inspiring individuals to realize their potential, I am committed to driving positive change and ensuring that everyone has access to exceptional financial advice.