Visit us today to find an advisor near you. Advisors help clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments. 1. Even though my new profession did not require me to have the CFP, I still retained the mark as it was a loving reminder of my previous career & my commitment to promoting financial literacy in the community & the people around me. KPG Advisory 4 Reviews 5719. VKA Wealth Planner is an independent financial planning firm licensed by Securities Commission and Bank Negara Malaysia. Financial 1st Magazine – the official publication of MFPC is aimed at establishing an academic and practice guide for the fast growing Financial Services industry. It has become a necessity for everyone. The Act defines Financial Adviser as a person who carries on financial advisory business. Personal Financial Advisor (Former Employee) - Sunway Giza, Kota Damansara, Selangor - 1 October 2017 Been working for 5 days in a week which is on weekday, i have learned a lot of things in banking line since i get started. The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors. The average salary for a Personal Financial Advisor with Investment Planning skills in Malaysia is RM 36,782. Everything you need to know about improving your personal finances. United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. 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