Jenny Chia
Wealth & estate planning specialist, CFP and practice mentor
Singapore
Summary
Experienced wealth and estate planning specialist: Jenny is a long‑tenured Associate Director at finexis who focuses on wealth and legacy planning for families and professionals; she holds CFP® and ASEP® credentials and has MDRT recognition, indicating consistent production and a focus on high‑quality advisory work. rocketreach
Public educator and speaker about estate planning: she regularly speaks and is interviewed on estate‑planning topics (for example on appointing corporate trustees and end‑of‑life planning for special‑needs families), showing an emphasis on client education and practitioner outreach. lighthouselegacy+1
Client‑facing mentor and team leader within her firm: multiple firm and social posts tie her to internal mentoring, anniversary and MDRT celebration activities at finexis, consistent with a practitioner who both advises clients and develops other advisors. com