Alan Pak
Alan is able to live his passion to deliver his services help people daily. He is currently employed at a Fortune 100 wealth management corporation which has enjoyed more than 160 years of operation. This corporation is well-known for its trustworthiness and integrity, especially during tumultuous financial times. Alan strikes to achieve a lifetime balance of family, business, health, education, spirit and service in order to provide quality services and support to his clients on long-term basis.
Alan’s international education has prepared him for this position, both in terms of the material learned, as well as the interpersonal skills acquired. The following degrees and certifications have equipped Alan with the knowledge he uses daily to assist those in need:
Hong Kong Institute of Certified Public Accountants (CPA)- Association of Chartered Certified Accountants (FCCA)
- Licensed MPF Intermediary
- Certified International Financial Planner
- Master of Business Administration with a concentration in Management Information Systems (University of Illinois, Urbana-Champaign)
- Bachelor of Science (Bsc) degree in Finance (Southern Illinois University)
In addition to formal education, the following experiences have prepared Alan to offer the best wealth management advice to his clients:
- 20 Years of finance and management experience at multinational corporations
- Worked and lived in United States, Singapore and China for more than a decade before returning to Hong Kong
- Advise over HKD 300,000,000 client’s assets
- Member, Million Dollar Round Table, 2010, 2012, 2013, 2014
- Member, Court of Table, 2010
- Member, Diamond Club, 2009
Alan has a passion for helping people to be able to protect value of their businesses at management transition, to live their dream life in personal retirement with assets that they can never outlive, and to pass on their wealth to future generations in harmony and safe manner. All these led him to become an expert in his field. Without this formal knowledge and experience, he could not offer solid financial advisory services to clients; however, it is the personal attention he dedicates to each individual case that distinguishes his services from others. This professional and personal dedication is reflected in the results of Alan’s work, which have been creating value, minimizing loss, and securing financial futures for individuals, families and companies. The part of his work that has maintained his excitement to this day is when he sees his clients true peace of mind as a result from proper financial planning.
Alan is looking forward to setting your plan into action today, so in future you can make sure that you will never run out of money to spend at retirement.
Our team
Our team has the specialty to help business owners and well-off families in Hong Kong and China to do wealth management in Hong Kong. For business owners from China, they have to face the challenges of competition, taxes, labor issues, Government policies, foreign exchanges, legal litigations, families, marriage, health etc. We understand the concerns and difficulties faced by business owners from China better than any other financial institutes.
Over the past 10 years, we have successfully assisted over 10,000 business owners from China to devise plans for personal and business financial protection, personal retirement and family succession. The teamwork, dedication, professionalism and drives of our team members have resulted in establishing us as the fastest growing districts family in our company in term of business volume and number of members. In order to provide our ultimate services to our clients in China, we team up with our business partners to provide below value-added business and personal services as well.
- Investment immigration to Hong Kong, Canada and the States
- Set-up office and business in Hong Kong
- Accounting and secretarial services
- Financing and listing in Hong Kong market or pre-IPO in the States
- Investment in Hong Kong properties and securities
- Setup Family Trust
