About Me

Dear esteemed individuals,

Allow me to introduce myself. I am Angel Fu, a financial planner with a passion for excellence and a dedication to helping people achieve their financial aspirations. With over 15 years of experience in the finance industry, my journey has been shaped by a genuine passion for what I do.

From my early days in the vibrant city of Vancouver, Canada, where I first delved into the world of finance at CIBC, I cultivated a deep understanding of the intricacies of the industry while working closely with diverse clients ranging from high net worth individuals to small business owners. Due to family reasons, I moved back to Hong Kong to stay closer to my loved ones. I am grateful for the opportunity to work and learn at prestigious global banks such as BNP Paribas, UBS, and Morgan Stanley in Hong Kong. Through these experiences, I have honed my skills and expertise to become a trusted advisor in the realm of insurance
and wealth management.

Throughout my career, I have had the privilege of working with top-tier global banks and financial institutions, gaining invaluable experience and insights. I have been dedicated to helping individuals and businesses achieve their financial goals, building a solid foundation of knowledge and expertise in insurance, financial planning, and wealth management.

Guiding diverse clients through the complexities of the financial landscape has been both a rewarding and enlightening experience.

While my professional life has been deeply fulfilling, my personal values and interests have also played a significant role in defining who I am. I firmly believe in the power of love and passion, which is why my favorite quote and life motto is “Love what you do, do what you love.” This philosophy has driven me to continuously learn and grow, seeking out new knowledge and staying ahead of industry trends.

Hard work and commitment are integral parts of my character. I am someone who believes in keeping promises, especially in the financial field where trust and integrity are paramount. My reputation as a trustworthy and reliable advisor is a testament to my dedication to my clients’ financial well-being.

In my personal life, I cherish long-lasting friendships and value loyalty. Many of my friends and clients have been by my side for over a decade, a testament to the faithfulness and care I bring to my relationships. As a person, I am both sensitive and caring, always striving to understand and empathize with others. Simultaneously, I approach situations with a logical and unbiased perspective, ensuring that I provide the most objective advice and support.

Honesty, sincerity, and positivity are the cornerstones of my approach. I believe that genuine connection and transparent communication are crucial when working with clients, allowing us to build strong relationships based on trust and mutual respect.

In essence, my brand story is one of experience, expertise, and a deep-rooted commitment to serving clients’ financial needs. With a wealth of knowledge accumulated over 15 years in the industry, I stand as a trusted partner for those seeking guidance in insurance, asset management, and strategic financial planning. Together, let us embark on a journey towards financial success, driven by passion, dedication, and a shared vision for a prosperous future.

Remember, my friends, love what you do, and do what you love!

Yours faithfully,
Angel Fu