Shawn Yap

CFP® Trainer

Certified Financial Planner

CFP® Chartered Financial Consultant®

ChFC® IBF Advanced Level 3

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Trainer Expertise

Shawn Yap specialized in providing holistic financial planning, independent financial advice, and wealth management services since 2000. With more than 2 decades of professional expertise, his vision is to elevate wealth advisers to a level of professionalism surpassing doctors and lawyers by fostering a deep sense of duty to always act in our clients' best interests. His mission is to create an open and comprehensive platform for researching and developing wealth strategies. He founded Client Owned Adviser® and a seasoned trainer at Singapore Estate Agents Association (SEAA).

Beyond his financial advisory role, Shawn is a respected author, speaker, coach, and innovator. He has published several notable works, including "The Senior Portfolio," "Crowdfunding: Wise to Bank on the Wisdom of the Crowd?," "Singapore Today with Lance Alexander and Daniel Martin," "4 Ways to Manage Escalating Medical Premiums," and "Important Things to Know Before Making Property Investments." Through his writings and public speaking engagements, Shawn shares his insights and expertise to empower individuals and organizations to make informed financial decisions.

Academic Qualifications

  • The American College of Financial Services - Chartered Financial Consultant®, ChFC® (2021)
  • Certified Financial Planner™ (CFP®) (2012)
  • Associate Estate Planning Practitioner (AEPP®) (2013)
  • IBF Advanced (IBFA) (2016)
  • Singapore Accredited Mortgage Planner (SAMP™) (2019)

Awards

  • 2-Time National Winner of the Top Finalists in the Financial Planners Awards (2018 & 2019)
  • Achievers' Club
  • Chairman's Round Table Singapore
  • Top 25 Investment Advisers
  • Top 10 Investment Producers

Industry and Community Contributions

  • Trademarked TRINsurance™: Your Complete Wealth Protection Portfolio.
  • SOVA™: The Holistic Investment Model to Optimise your Return.
  • REAT™: Real Estate management tool to Analyse Yields & Profitability.
  • CSI+T™: The Universal Investment Analysis to Evaluate Any Investment opportunity
  • Parentnatal™ Workshop

Join Shawn for his Tax Planning Mastery Course

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