Summit Planners APX Financial


Ethan Chen

Senior Vice President
Summit Planners APX Financial

Having started my career in the financial advisory business in mid-2007, the past 14 years has been life-defining and the past three, life-changing. As a Certified Financial Planner, I have a Bachelor’s Degree in Mechanical Engineering and Master of Science - Innovation in Manufacturing System and Technology from Singapore-MIT Alliance.

I joined Manulife Financial Advisers in November 2018, setting up a team known as Summit Planners APX Financial. Almost three years later, we have a total headcount of almost 40, with five managers in the leadership team.

In the work that I do, I have three ultimate goals: Seeing my clients having clarity in their financial journey with a clear financial blueprint in place; seeing my consultants grow and develop into competent advisers with great values and beliefs; seeing more people becoming the best versions of themselves.

Vision:
Everyone deserves great financial advice.

Mission:
To be the best financial advisory team in Singapore; with the best people, processes, systems and solutions.

Values:
Authentic, Proficient, eXcellence

My areas of specialty are in Investment Advisory, Financial Simulation, Comprehensive Financial Planning, Will and Trust Planning, Business Succession Planning and Generational Wealth Succession Planning.


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LET'S TALK ABOUT YOUR PERSONAL OR BUSINESS SOLUTIONS NEEDS

With the right tools in place, you can achieve your financial goals while being protected.

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