Meet the Golden Lion Retirement Solutions Team
At Golden Lion Retirement Solutions, our success is built on the expertise and dedication of our exceptional team. We are a collective of highly skilled professionals with extensive experience in pension management, retirement planning, investment advisory, wealth management, and actuarial services. Our commitment to client success is unwavering, and we pride ourselves on delivering personalized, results-driven solutions tailored to each individual's unique needs and financial goals. We believe in fostering strong, long-term relationships with our clients, built on trust, transparency, and a shared vision for a secure and fulfilling retirement.
Our Team Leaders
Amelia Chen, CFA, CFP – Managing Director, Investment Advisory
Amelia leads our investment advisory team, bringing over 15 years of experience in portfolio management and financial analysis. She holds a Chartered Financial Analyst (CFA) charter and a Certified Financial Planner (CFP) certification. Amelia's expertise lies in crafting bespoke investment strategies that align with individual risk tolerances and long-term financial objectives. She is passionate about helping clients navigate the complexities of the financial markets and achieve their investment goals. [High-quality headshot of Amelia Chen]
David Lee, FSA – Chief Actuary
David is a Fellow of the Society of Actuaries (FSA) with over 20 years of experience in actuarial science. He provides crucial expertise in pension fund valuation, risk management, and the development of sophisticated retirement models. David plays a key role in ensuring the long-term financial health and sustainability of our clients' retirement plans. His deep understanding of actuarial principles enables him to provide valuable insights and strategic guidance. [High-quality headshot of David Lee]
Sarah Tan, MBA – Director, Wealth Management
Sarah leads our wealth management division, bringing her extensive MBA knowledge and years of experience in financial planning and estate planning. She has a proven track record of assisting high-net-worth individuals in preserving and growing their wealth. Sarah's approach is holistic, considering all aspects of her clients' financial lives to develop comprehensive wealth management strategies. [High-quality headshot of Sarah Tan]
Our Dedicated Team
Our team also includes a highly skilled group of financial advisors, retirement planners, and administrative professionals dedicated to providing exceptional client service. Each member of our team is committed to staying abreast of the latest industry trends and best practices, ensuring that our clients benefit from the most current and relevant expertise. We undergo regular professional development training to maintain our high standards of excellence.
Contact Us
To learn more about how Golden Lion Retirement Solutions can help you achieve your retirement goals, please contact us:
18 Raffles Quay, #17-02, Singapore, 048581, Singapore
+65 6221 3333
info@goldenlionretirement.com
Our Commitment to Excellence
Golden Lion Retirement Solutions is committed to providing our clients with the highest level of professional service and ethical conduct. We adhere to strict regulatory standards and prioritize the confidentiality and security of all client information. We are dedicated to building long-lasting relationships based on trust, mutual respect, and a shared commitment to achieving financial success.