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Warren Yap

Financial Services Director

Senior Estate & Succession Practitioner
BSC (Mgtm), Master of Financial Planning

CFP®, AEPP, IBF

MDRT

Senior Prestige Wealth Manager

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My Story

Warren started his career as a Financial Planner with AIA Singapore in 1999 focusing on sales of life insurance and investment products. 
As he matures in the financial services industry, he joined Precepts so that estate planning can be included as a service for his clients. 
He believes in a holistic approach towards financial planning, focusing on the 3 key pillars of insurance, investment and estate planning. 
With the knowledge and skill sets, he is able to create a legacy during and after the lifetime of his clients.
He is a Qualifying and Life member of the Million Dollar Round Table (MDRT). 
He believes in mentoring the next generation of financial planners so they can be dedicated to helping their clients realize their financial goals.

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