Lee Khee Chuan
Chartered Financial Consultant, ChFC, USA
Chartered Life Underwriter, CLU, USA
Fellow, Life Management Institute, FLMI, USA
B.A. (National University of Singapore)
Securities Commission-Licensed Financial Planner
Bank Negara-Licensed Financial Adviser Representative
CFP Course Lecturer
Smart Investor Magazine Columnist
Free Malaysia Today (FMT) Columnist
Principal of EstatePlanningMalaysiaAcademy.com
FPAM CPE Trainer
HRDCorp Certified Trainer
Passionate Specialist in Business, Wealth Succession & Integrated Estate Planning
Welcome to the profile of Lee Khee Chuan, an accomplished professional specializing in Business, Wealth Succession, and Integrated Estate Planning. With a rich array of unmatched industry qualifications and a wealth of practice experience of over 25 years, I am dedicated to guiding business owners, professional firm owners and high net worth individuals through the intricacies of integrated estate planning & wealth succession with my expert-level knowledge for your long-term success.
- Chartered Financial Consultant (ChFC)
- CFP Professional
- Chartered Life Underwriter (CLU)
- Fellow, Life Management Institute, USA (FLMI)
- B.A. Double Major in Political Science and Psychology from the National University of Singapore (NUS)
Professional Journey: Embarking on my career in 1995, I started as a company trainer with a renowned international financial institution in Kuala Lumpur. Evolving into a practitioner, I have been a Securities Commission-licensed Financial Planner Representative (CMSRL) since and a Bank Negara-licensed Financial Adviser Representative (FAR) since 2011.
Educational Contributions: Beyond my practice, I actively contribute to the industry as a lecturer for the CFP certification program and a Continuing Professional Education (CPE) Trainer at the Financial Planning Association of Malaysia (FPAM). My insights and expertise are also shared through leading publications such as The Edge, Personal Money, Smart Investor FPAM’s 4E Journal, and Free Malaysia Today (FMT).
Client Focus: Majority of my clientele comprises owners of professional firms and businesses. This focus allows me to understand the unique challenges faced by entrepreneurs and tailor effective solutions that align with your specific needs.
Founder of EstatePlanningMalaysiaAcademy.com: As the founding principal of EstatePlanningMalaysiaAcademy.com, I am committed to cultivating the next generation of competent estate and financial planners. This initiative reflects my dedication to knowledge dissemination and the ongoing professional development of experts in the field.
Your Trusted Guide: My approach is rooted in a passion for empowering business owners to navigate the complexities of business and wealth succession seamlessly. Through an integrated estate planning lens, I aim to transform challenges into opportunities, ensuring a lasting legacy for generations to come.
Connect With Me: For inquiries, consultations, or to explore the world of business, wealth succession, and integrated estate planning, feel free to contact me by clicking on the WhatsApp button on the right side of the screen.
Empower your financial journey with a trusted partner who combines expertise, passion, and a commitment to your long-term success