Calvin Bok is an experienced and qualified CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive financial planning and wealth management.
There are currently less than 1,000 financial practitioners in Singapore who are accredited with CFP®, a Mark of Quality and Excellence.
Recently Calvin was awarded Top 10 Financial Planner of the Year 2018, an industry-wide competition by FPAS for financial planners in Singapore to be recognized for their financial planning excellence in Banking, Insurance and Financial Advisory sectors.
This award aims to recognize financial planners who excel in their professional knowledge, demonstrate financial planning skills at the highest level, and uphold best practices in financial planning in Singapore.
Calvin is also a 2-time recipient of the highest-tier FA Quality Class – Eminence Award bestowed upon financial practitioners with the highest competency in knowledge and professional standard.
For more than 10 years, Calvin has to date served more than 350 clients in all areas of wealth management, such as investment planning, retirement planning, risk management, insurance planning, mortgage planning, loan advisory, tax planning, business continuity planning, and estate planning.
Calvin is also a Certified Estate Planner. He holds the designation of Associate Estate Planning Practitioner (AEPP®). He helps his client implement various areas of estate planning, including Will Writing, Trusts, Lasting Powers of Attorney (“LPA”), Shareholders’ Agreements, Business Succession, and Business Exit Strategies.
As a Singapore Accredited Mortgage Planner (SAMP™), Calvin helps clients work out financial blueprints before property purchases, and create plans to pay off the loans earlier. Calvin has the knowledge and skills to plan and manage his clients’ mortgages, effectively using advanced financing strategies and leverage to improve borrowing capabilities and create greater wealth.
Calvin constructs financial plans for his clients so that they can potentially retire earlier, achieve the retirement lifestyles they desire and enjoy the freedom of spending more time with their families.
He believes that everyone deserves to have access to unbiased and independent advice and that financial success is not just about buying financial products, but rather the ability to make good financial decisions time after time.
Calvin is currently a member of the Financial Planning Association of Singapore and was invited to serve on the Examination Board to help raise the industry standards in certification.
Awards & Recognition Received
Professional Qualifications
Education Qualification
MAS REP No.: CBT100080900
Associate Wealth Advisory Director
Calvin Bok is an experienced and qualified CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive financial planning and wealth management.
There are currently less than 1,000 financial practitioners in Singapore who are accredited with CFP®, a Mark of Quality and Excellence.
Recently Calvin was awarded Top 10 Financial Planner of the Year 2018, an industry-wide competition by FPAS for financial planners in Singapore to be recognized for their financial planning excellence in Banking, Insurance and Financial Advisory sectors.
This award aims to recognize financial planners who excel in their professional knowledge, demonstrate financial planning skills at the highest level, and uphold best practices in financial planning in Singapore.
Calvin is also a 2-time recipient of the highest-tier FA Quality Class – Eminence Award bestowed upon financial practitioners with the highest competency in knowledge and professional standard.
For more than 10 years, Calvin has to date served more than 350 clients in all areas of wealth management, such as investment planning, retirement planning, risk management, insurance planning, mortgage planning, loan advisory, tax planning, business continuity planning, and estate planning.
Calvin is also a Certified Estate Planner. He holds the designation of Associate Estate Planning Practitioner (AEPP®). He helps his client implement various areas of estate planning, including Will Writing, Trusts, Lasting Powers of Attorney (“LPA”), Shareholders’ Agreements, Business Succession, and Business Exit Strategies.
As a Singapore Accredited Mortgage Planner (SAMP™), Calvin helps clients work out financial blueprints before property purchases, and create plans to pay off the loans earlier. Calvin has the knowledge and skills to plan and manage his clients’ mortgages, effectively using advanced financing strategies and leverage to improve borrowing capabilities and create greater wealth.
Calvin constructs financial plans for his clients so that they can potentially retire earlier, achieve the retirement lifestyles they desire and enjoy the freedom of spending more time with their families.
He believes that everyone deserves to have access to unbiased and independent advice and that financial success is not just about buying financial products, but rather the ability to make good financial decisions time after time.
Calvin is currently a member of the Financial Planning Association of Singapore and was invited to serve on the Examination Board to help raise the industry standards in certification.
Awards & Recognition Received
Professional Qualifications
Education Qualification
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