"Find What You Love, Get Paid To Do It, And Contribute To Others’ Happiness."
– Celia Yong
Certifications
Associate Estate Planning Practitioner (AEPP®)
Associate Financial Planner
Hello, I'm Celia
Associate Director & Practice Mentor
MAS Representative No. YMY100042046
"Find What You Love, Get Paid To Do It, And Contribute To Others’ Happiness."
– Celia Yong
Celia is more than a financial consultant. She is your Chief Retirement Officer, dedicated to helping you design a fulfilling and secure second half of life. With a deep passion for empowering professionals to take charge of their financial future, Celia ensures her clients retire with confidence, purpose and peace of mind.
Working with established professionals such as lawyers, doctors and mid-level managers, Celia has helped countless individuals turn their financial aspirations into reality. She believes financial planning goes beyond wealth accumulation. It is about building a meaningful life and leaving a lasting legacy. As a trusted partner, she provides not just financial expertise but also encouragement, accountability and emotional support along the journey.
Inspired by the belief that life is precious and planning is essential, Celia is committed to guiding her clients through financial decisions that align with their values and dreams. Whether it is optimising resources, correcting past financial missteps or creating a roadmap for the future, she walks alongside her clients every step of the way.
Her greatest fulfilment comes from seeing her clients gain financial confidence, pursue their passions and enjoy a well-planned future. Speak to Celia to craft a future where you retire well with confidence.
Certifications
Associate Estate Planning Practitioner (AEPP®)
Associate Financial Planner
Achievements
Court of the Table
2024
Million Dollar Round Table
2023
Court of the Table
2022
Million Dollar Round Table
2021
Million Dollar Round Table
2020
Million Dollar Round Table
2019
Million Dollar Round Table
2018
Million Dollar Round Table
2017
Million Dollar Round Table
2016
Million Dollar Round Table
Life Member 2014
Million Dollar Round Table
2014
Million Dollar Round Table
2013
Million Dollar Round Table
2012
Million Dollar Round Table
2011
Million Dollar Round Table
2010
Million Dollar Round Table
2009
Million Dollar Round Table
2008
Million Dollar Round Table
2007
Million Dollar Round Table
2006
Million Dollar Round Table
2005
Testimonials
Jessie embodies what it means to be a trusted consultant, consistently anticipating needs and adjusting strategies as life and markets evolve. Her pragmatic insights have not only protected and grown my assets but also given my peace of mind. For anyone who values their time from a true subject matter expert, Jessie will be a reliable asset to anyone's financial well-being.
Get to Know Jessie
Get in touch with me
Let’s have a conversation about your future, life aspirations, and financial well-being.