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About Me

Calvin Bok

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REP No.: CBT100080900

Associate Wealth Advisory Director

Calvin is an experienced and qualified CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive financial planning and wealth management.

He was awarded Top 10 Financial Planner of the Year 2018, an industry-wide competition by the Financial Planning Association of Singapore for financial planners in Singapore recognized for his financial planning excellence in Banking, Insurance and Financial Advisory sectors.

Calvin is also a 4-time recipient of the highest-tier FA Quality Class – Eminence Award bestowed upon financial practitioners with the highest competency in knowledge and professional standard.

He is also a Qualifying member of the prestigious Million Dollar Round Table (MDRT) and is recognized internationally as the standard of excellence in the financial advisory industry.

For more than 10 years, Calvin has to-date served 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.

“I help my clients grow their Wealth, protect their Wealth, and make Retirement a sweet victory for them.”

His clients come from different walks of life from business owners, doctors, lawyers, professionals, managers, executives and technicians (PMETs) and their families.

  • Risk Management
  • Investment Planning
  • Mortgage Planning
  • Estate Planning
  • Retirement Planning
  • Insurance Planning
  • Education Funding
  • Business Continuity Planning

Awards & Recognition Received

  • 2024 – FA Quality Class – Eminence Award
  • 2022 – FA Quality Class – Eminence Award
  • 2021 – FA Quality Class – Eminence Award
  • 2020 – FA Quality Class – Eminence Award
  • 2019 – FA Quality Class – Eminence Award
  • 2018 – FPAS Financial Planner Awards –Top 10 Financial Planner of the Year

 

Professional Qualifications

  • Certified Financial Planner – CFP®
  • Associate Estate Planning Practitioner – AEPP®
  • Singapore Accredited Mortgage Planner – SAMP™
  • IBF Advanced Certificate in Retirement Adequacy Planning – Cert. (REAP)​
  • IBF Advanced Level 3 Personal Financial Planning – IBFA
  • Certified Islamic Wealth Adviser
  • Associate Wealth Planner – AWPCM
  • Associate Financial Planner – AFPCM

 

Education Qualification

  • Bachelor of Electrical Engineering (Second Class Honours), National University of Singapore

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