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Lisa Ling | Wealth Management Coach | CFP, CEP, MDRT

Lisa Ling 林惠萍

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REP No.: LHP300106917

Senior Financial Advisory Manager

As a wealth management coach, I’m passionate about helping people achieve the financial stability and freedom they deserve. After more than two decades in the finance industry, I left my Private Banking career to pursue a new opportunity as a Senior Financial Advisory Manager at Financial Alliance. I specialized in creating personalized insurance and investment strategies tailored to each clients’ individual needs. 

I take pride in being able to provide customers with tailored solutions that best fit their needs. (Refer to my clients testimonials on their experiences) My main aim is to make sure my clients are provided with the tools they need to achieve financial independence and success with confidence.

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Year of Experience in Financial Market
> 0
Group Asset under Advisory
>$ 0
Number of Clients Served
> 0

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Testimonials

As a financial advisor, Lisa doesn’t only focus on product sales, she will look at the overall client’s portfolio and recommend solution to fit the client’s needs, such as protection (insurance), retirement (saving & annuity plan), investment (fund or discretionary fund to fit client’s risk appetite)

Lee Wydia

FX - Client Advisory and Solution

I have known Lisa back in Credit Suisse days. Although we were in different teams, and when we do cross path at work and she was always the person to go to for advice and resolving issue. She was the reliable and trustworthy colleague who will always be there for you. After she embarked on a new chapter of her career as a financial planner, with her genuine, trustworthy and sincerity, she had provided sound advice and identify gaps on my insurance coverage. Selecting a financial planner was a pivotal decision that can significantly influence your financial future, thus I am truly grateful to know her and entrusted her my future planning.

Lilian Lin

Banker

Have known Lisa for a very long time, and have also been a client of hers after she embarked on a Financial Planner career. Lisa has always been a genuine and reliable friend and advisor all these years. Had recently requested her to review my young adult daughter’s insurance coverage. Besides merely an insurance coverage review, she actually spend a great deal of time to educate her about financial planning, which my daughter told me that she learned a lot, and would like to engage her as her personal financial advisor going forward. During the review, Lisa has identified a gap in my daughter’s medical insurance coverage, proposed some solutions, and my daughter eventually adopted one of the proposal and put in place a coverage to close the gap. Unfortunately, but also fortunately, my daughter had an unexpected medical episode a couple of weeks after and had to be hospitalized for 2 days. Thanks to Lisa for identifying the gap and put in place a coverage to close it, it had save our family a rather significant amount of financial outlay, which would have otherwise been incurred. Whole heartedly recommend Lisa to someone who is looking for genuine and reliable financial advisor/planner with great integrity and heart to do good!

Alvin Chan

Independent Non-Executive Director HK Listed Sinosoft Technology Limited

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