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About Ann Marie
Ann Marie specializes in working with Clients who have connections to America. She holds the US Certified Financial Planner (CFP®) designation and has been working in the financial services industry for over 18 years.
In 2015 and 2016, Ann Marie won the prestigious PlanPlus Global Financial Planning Award for Asia. The award is given to planners from three regions worldwide- the Americas, Asia and Europe. Ann Marie submitted a written financial plan that demonstrated outstanding financial advice which focused on her Client’s best interest.
Ann Marie is one of the only fee-based American financial planners in Singapore. She employs an integrated, consultative approach to assist her Clients in all areas of financial planning including Investment, Tax, Insurance, Retirement and Estate Planning. A unique area of specialization is pre-US immigration planning.
Prior to moving to Singapore with her family in 2007, Ann Marie worked at Legg Mason Investment Counsel (LMIC), and its predecessors, providing highly tailored investment and trust strategies for affluent individuals, families and institutions. Before LMIC, Ann Marie worked at Goldman Sachs.
She holds a Bachelor Degree from Syracuse University and is a member of the Financial Planning Association in the US and Singapore and the Association of Financial Advisers Singapore. Ann Marie is licensed to give financial advice by the MAS in Singapore and the SEC in America. She is also a licensed life insurance producer in America.
Ann Marie is licensed with Globaleye Pte Ltd in Singapore. For more information on the license and more information about the company go to this site; www.globaleye.sg She is also licensed by CPS Wealth Management in the US. For more information about the company go to this site; www.cpswealth.com
Singapore: MAS License - FAR license No. RAM300022970
United States: SEC Number: 4042482