Financial Services Consultant
SP – KVG – WIN
Marissa embarked on her career as a Financial Services Consultant (FSC) with Win Advisors in 2015 weeks after turning 21. She has always been curious about money matters and thus studied in NUS Business School to pursue a specialization in Finance. Through several modules, she felt that personal finance was a field that interested her more than corporate finance and it drew her towards this career. Opportunity struck when she met Winnie Cheah – Senior Financial Services Director and Kevin Goh – undergraduate FSC during a school activity.
Initially, she was hesitant and unsure about entering the Insurance Industry due to stereotypical stigmas around the term ‘insurance agent’. Only after reading further into it that she began to see the greater purpose and meaning behind being a financial consultant. Through the first-hand experience of poor financial planning, she saw the importance of how much financial planning can affect a family. Thus, this stems from her passion for this career and to perform her best to guide her clients.
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