Karen Tang, CFP®: Certified Financial Planner in Singapore

What Clients Are Saying

Over the years, having Karen as my financial planner has made me feel more confident about my financial well-being and future. 

Ms. Wee Soek Yen

Assistant Director, Civil Service

Karen’s holistic and timely advice has helped me save money and avoid costly mistakes. Her professional ethics is something I appreciate very much. And her personable nature makes working with her a joy.

Ms. Zena Chau

Real Estate Consultant

She makes the complex easy to understand. We feel empowered after our discussions. 

Mr. & Mrs. Lim K. Y.


You feel like you’re talking to your trusted friend who has your best interests at heart.

Mr. & Mrs. Teo W. L.

Management Consultant and Homemaker

It’s always a pleasure to talk and discuss with Karen. I have no qualms sharing with Karen my financial worries. I found the experience wonderful.

Ms. Nora

Head of Department, Junior College

She has been extremely professional, helpful and gave advice relevant to my needs.

Ms. Patricia Yew

Executive Director, Investment Management

Karen is a sincere, caring and competent financial planner. I'm glad I'm in her good hands.

Ms. Sharon Tang

Operations Manager

We are so glad to have met Karen. You only need to meet her once to know that she genuinely wants to look after you.

Mr. Ahmad Nazri

Regional Response Manager

Karen is a gem of a financial consultant who is equipped to assess and help improve her clients' financial health holistically.

Ms. Vera J. Li

Experience Design Director

She gives you options and scenarios to help you make the best decisions. She is a wonderful guide I can turn to.

Ms. Zann Kwan


A trustworthy and helpful financial consultant I can rely on.

Ms. Zann Ong

Medical Sales Executive

Karen creates an experience that relieves a person of any financial tension they may be feeling.

Ms. Ambica Yadavalli

Director, Leadership Strategy Consultancy

Karen is thorough and responsive, making sure all my needs are covered. Great advisor on all issues.

Ms. May Chan

Business Owner

Karen has become a friend whom I can  rely on for financial advice.

Mdm. Ivy Lee


A knowledgeable and responsible advisor who cares.

Ms. Ginger Chang

Business Owner

Karen has provided me with very sound advice on how to manage my finances and ensure adequate coverage for me and my family.  I trust her advice. And the peace of mind that comes with it is invaluable. 

Dr. Loong Tse Han


Karen is responsible and knowledgeable. The plans she proposed are tailored to our needs.

Mrs. Betty Wiebe

Office Manager

Thankful to have Karen in my life. She made me feel confident about my future.

Ms. J. Aw

Marketing Manager