Sam is an experienced ex-Hong Kong banker who has completed the insurance and mutual funds licensing examinations, as well as completing the CFP curriculum within two years. Sam is a computer specialist and works extensively with the company's proprietary tax structured wealth management software and systems. Sam has worked at Investaflex since 1995 and leads our work with Cantonese and Mandarin speaking clients. 
 
Professional Designations and Memberships

• Bachelor of Business Administration - University of East Asia, Mecau
• CFP, Financial Planners Standards Council
• International Banking Experience