If you, as the Family Wealth CEO, are seeking a trusted CFO and CIO to navigate your financial landscape, Haoran invites you to a preliminary discussion to explore a more organized and assured financial future.
Haoran is an Executive Wealth Planner who partners with financially comfortable families, professionals with rapidly growing assets, and entrepreneurs to elevate their financial stewardship. His core belief is that every family deserves to manage its wealth with the strategic clarity of a CEO.
As the Family's Chief Financial Officer (CFO) and Chief Investment Officer (CIO), Haoran supports these client-CEOs by transforming their ambiguous life goals into clear, actionable financial roadmaps. His mission is to deliver the strategic vision, unwavering confidence, and tangible growth essential for enduring family prosperity.
Proven Expertise & Track Record
A commitment to excellence is demonstrated through a rigorous pursuit of the industry's most respected qualifications. Haoran is a CFA Level 3 Candidate and a Certified Financial Planner (CFP®). His consistent high performance is further evidenced by being a Two-Time Million Dollar Round Table (MDRT) Achiever (2021, 2025).
His broad expertise is deeply recognized within Alpha Private Wealth Advisory (APWA), where he has actively contributed as a trainer across multiple key product lines, including Investment-Linked Policies (ILP), Mortgage Solutions, Annuities, and Estate Planning. This wide-ranging teaching experience underscores his deep understanding of diverse financial instruments. Furthermore, he actively manages and publishes a quarterly model investment portfolio, which has consistently outperformed its self-selected benchmark, demonstrating a hands-on, results-oriented approach to wealth growth.
Strategic Differentiator & Philosophy
Originally from China and now a Singapore PR, Haoran possesses an intrinsic understanding of the nuanced financial and legacy planning challenges faced by Chinese families in the region. His methodology is systematic, grounded in the philosophy that "80% of investment returns are derived from proper asset allocation." He eschews a product-first approach, instead implementing a comprehensive five-step process: Evaluate, Plan, Execute, Monitor, and Adjust, ensuring clients' portfolios remain robust and aligned with their evolving goals.
📢 Having Trouble Logging In? We’ve Got You Covered! 🔑
We know it can be a hassle to remember where to log in, especially when your policies are from different providers. But don’t worry—we’ve made things easier for you! 🚀
✅ Quick Links to Login Portals – No more searching! Access your accounts in just one click.
❓ FAQs You Actually Need – Claims, premium payments, and more—answered in plain English.
📖 Step-by-Step Guides – Simple, no-nonsense instructions to help you get things done.
✨ And stay tuned—we’ll be adding more useful content soon! 🎆
Making your financial life simpler, one click at a time. 😉
