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Angela Yeo

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

 
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Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Angela Yeo
 
 
 
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Testimonials and Referral Notes

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SEB. Marine Industry

Aside from her technical knowledge of the product and attentiveness to my financial goals, I appreciate how she had never been pushy in selling me anything. This puts me at ease. I am able to openly share with her problems that I face in my financial planning and she never fail to give me logical advice. This gave me a lot of confidence that her solutions would only bring me closer to what I aim to achieve. I am grateful and would highly recommend that you meet her too!

Yan

Angela displayed patience and commitment at understanding my current situation and projected needs before recommending suitable products for my consideration. She is also open to discuss my honest thoughts on each product and most importantly is not pushy as with the stigma associated with financial planners. I truly enjoyed the whole process and would recommend Angela wholeheartedly even if it's to understand more on your current financial situation and how it will affect you 20-30 years down the road.

Marie Wang

Angela is a financial advisor who has excellent work ethics and values. She is one of the most sincere, other-centered and trust worthy professionals I've met. Her recommendations are always reflects her clients wishes or better. I cannot emphasize how respectful she is of my desires. She understands my woes and has invested a lot of time explaining and ensuring I am well informed before committing to a decision, leaving me much more educated in this field that before. I feel understood and safe trusting her with my financial plans. My experience with her has been no less than best!

Josie

I thought I share a little about my wonderful experience with Angela as my consultant. The experience thus far has been a very enjoyable one. Not only is Angela knowledgeable and confident in what she advises on, she’s very patient and understanding. She’s willing to take the time to explain (again and again) what I cannot understand, and to try different ways of approaching the subject that will help me get a better grasp of what I need to know. More importantly, Angela does not judge and she gives you the space you need. No matter your circumstance or preparation (or lack thereof), she does not make you feel stupid; neither does she push you to do anything you’re not ready to. I also found it very heartening to know that where she might not be the most sure in her answers to my questions, she’s not afraid to tell me she needs to verify her information, than to advise me with potential inaccuracy. I’ve enjoyed gaining a broader understanding of what I need to plan out my life in this aspect, and I hope you will have the same experience as I did!

Shu'ada. Certis CISCO.

Angela is a really good listener and advisor. I'm so grateful I was introduced to her & thus would like to introduce you to her. It's not easy having an insurer who's trustworthy, understands your needs and drive you to what you need instead of what they think you need. She's so patient and kind too. Now I not only gained so much knowledge and understanding, I also gained another friend. Looking forward to more coffee sessions with her. Hehe ☺️ Hope you will enjoy meeting her too!

Ai'n

Super glad that I was recommended by a trustworthy agent like Angela! Being young makes me have doubts and she was able to clear all those away by explaining them in details. Really thankful at how friendly she is, makes the meeting more easier to endure. Looking forward to our future meetings 💙.