Alex, Junior Wealth Manager Over the past few years at CO Wealth Advisory, I’ve had the privilege of working alongside Ken Goh, and through his guidance and mentorship, I've witnessed his unwavering dedication, meticulousness, compassion, and relentless drive to help every client achieve financial security and success.
Ken embodies the three key qualities that define an exceptional financial planner: Responsiveness, Reliability, and Customer First. He not only listens but ensures that each client’s needs are addressed with personalized, clear, and actionable solutions. What truly sets Ken apart is his ability to simplify complex financial jargon, making the process engaging, approachable, and even enjoyable for every individual he meets.
With over 8 years of experience in the financial industry, Ken has become an expert in retirement planning, although his expertise spans various financial services. I've had the honor of working with Ken on multiple joint fieldwork projects over the years. His approach to retirement planning is something to behold—Ken takes the time to understand each client's unique situation and goals. His focus on building a tailored “Private ATM” solution for clients ensures they have a steady stream of income during their retirement years, which is a testament to his professional expertise and genuine care for his clients' futures.
Ken’s professionalism and competency are second to none. He consistently goes above and beyond to ensure his clients' financial success, and his positive, sincere, and innovative approach has been an inspiration to me in my own career.
I am truly blessed and proud to have Ken as my friend, mentor, and brother. His unwavering support and insightful guidance have had a profound impact on my personal and professional growth. I firmly believe that everyone deserves to have someone like Ken in their life, especially in today’s competitive financial landscape. |