David Lee is an Assistant Vice President, Financial Services at VA Elite, a branch representing Manulife Financial Advisers.
Financial Life Design™ is a financial planning framework that encompass its philosophy of "planning your tomorrows today" to help PMEBs, families, retirees and business owners create and manage their wealth through important life transitions. He graduated from the National University of Singapore (NUS) with a B.A. degree and obtained his capital markets and financial advisory services (CMFAS) lice
nse in 2010. Over the course of his career, David has developed his Financial Life Design™ (FLD) methodology that centres around 3 main aspects to Financial Planning – Time, Health and Money. A highly motivated financial professional, David has led annual team events and was invited to speak on the importance of financial planning at various seminars. David also focuses on the aspects of retirement planning, which aims to provide flexibility and sustainability. He looks to assist his clients to plan their tomorrows today and journey with them to achieve their financial goals with clarity and confidence. Awards and Achievements
Court of the Table (COT) 2022
Million Dollar Round Table (MDRT) 2021
VA Elite Agency Top Rookie Aug 2020
Associate Financial Planner (AFP) Aug 2020
VA Elite Agency Top Rookie Jul 2020
VA Elite Agency Top Rookie Sep 2019
Prudential Service Mark (PSM) 2019
Prudential Quality Club Elite 2019
Prudential Service Mark (PSM) 2018
Prudential Quality Club Elite 2018
Prudential Service Mark (PSM) 2017
Prudential Quality Club Elite 2017
Prudential Quality Club Elite 2014
Prudential Quality Club Elite 2013
Prudential Star Club Premier 2012
Prudential Quality Club Elite 2012
