苏惠愉
Associate Principal Consultant
SHY200062130
You create your own opportunities
Lorene is an Associate Principal Consultant with over 15 years of experience. Currently, she leads a team of experienced consultants who possess rich expertise in various types of financial planning. Additionally, she is a mother of two children. She firmly believes in employing effective financial planning to achieve long-term goals. When assisting her clients, she prioritizes the creation of comprehensive budgets and regularly reviews their investments to ensure their portfolios align with their objectives. By staying informed about market trends and adjusting strategies as needed, she aims to maximize returns and secure a stable financial future for her clients.
MDRT
2021
MDRT
2020
CEP
AEP
AEPP


