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Daniel Tay

Financial Services Consultant

Estate & Succession Practitioner
CFP®, ChFC®

MDRT

IBF

Senior Prestige Wealth Manager

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My Story

Daniel, a seasoned Certified Financial Planner (CFP) with six years of experience, is dedicated to empowering individuals to seize control of their financial destinies. Specializing in risk management and tailored investment strategies for retirement, Daniel ensures that financial goals are not just achieved, but surpassed, infusing enjoyment throughout the journey. 

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His accolades include certification as a Personal Trainer and obtaining the CFP credential in just one year, highlighting his expertise and dedication. As a passionate Toastmaster, Daniel hones his communication skills, ensuring clear and effective client interactions. 

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Beyond finance, Daniel is passionate about personal growth and well-being, often found at the gym, engrossed in self-improvement, or exploring enriching experiences. 

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With a commitment to making financial planning enjoyable and rewarding, Daniel guides clients towards a future where financial security harmonizes with life's pleasures. Embark on this transformative journey with Daniel today! 

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