Hi, I’m Jacqueline Chow
Director
RNF No. CYJ300255923
Website : https://gemwealthadvisory.com
Something about me
With more than 11 years in the financial sector, I've worked in diverse settings, including financial advisory firms and banks. This journey has provided me with a profound comprehension of the challenges and opportunities faced by clients.
What I find most meaningful in my career
My passion lies in assisting individuals in achieving their financial goals. I firmly believe that everyone deserves a secure financial future tailored to their individual needs. Committed to staying current with the latest financial products and services, I strive to provide clients with the best advice. What draws me to PFPFA is its strong reputation in estate planning and the private client space. I see the company as a valuable resource and support system to further grow my expertise in these areas. The most meaningful aspects of my career revolve around the desire and ability to perform my job effectively, continuous learning and growth, and making a positive impact in the lives of others.
One piece of advice I would give
Conduct a thorough risk assessment to determine the appropriate level of insurance coverage. This includes life insurance, disability insurance, and liability coverage. Adequate insurance provides a safety net, protecting assets and ensuring financial stability in the face of unexpected events.
Get in touch with Jacqueline Chow
Book a complimentary portfolio review and discovery call today.