Title : Financial Services Consultant
Year Joined : 2017
Years of Experience : < 5 years
Education : Masters in Business Administration
Specializations : Financial-Planning, General-Insurance
Hobbies : Exercise, Reading, Scuba Diving
Title : Financial Services Consultant

Leo Zhang

Financial Services Consultant

“If you can dream it, you can do it.”
Walt Disney

Leo’s story

I was formerly an external auditor with over five years of commercial experience with large MNCs, and have covered various functions including financial analysis and enterprise risk management. I learned about Win Financial at a professional networking event and was deeply impressed by its long-standing achievements in providing financial services to its clients. I strongly believe in the importance of financial planning as well as the value of financial literacy, and this motivated me to join the team of professional advisors with alike minds and attitudes. As an FSC, I hope to deliver the real value of financial planning to more people, helping them better achieve their financial goals and well-being based on their needs.

Read More About What Others Have To Say About Leo

“Leo is a trustworthy financial planner for our family. He is professional, knowledgeable yet never pushy. His advice took into consideration our needs and concerns applicable to our life stage. He is passionate to share his knowledge and provides us regular updates.”
-Ray Wu, CFO

“As my financial service consultant, Leo is very responsible in taking care of my financial planning needs. He knows his work well and can explain everything clearly whenever I approach him for advice. I am glad to be served by Leo and believe he will excel in his work.”
-Wen Hui, Interior Designer

“Leo is an approachable person and he is to me a caring advisor. He conducted the entire financial review process smoothly and seamlessly. I knew clearly what I needed to get through his advice and was happy to entrust my financial planning with him. For a peace of mind, please look for Leo!”
-Alina Zhou, Regional Controller