Cavis Phua

Associate Partner

When people are aligned by purpose, growth becomes sustainable and success follows naturally.

At Lumos Wealth Group, we believe true progress is shaped by continuous learning and the willingness to face challenges together. We exist to nurture trusted financial consultants who think deeply, act responsibly, and provide holistic and well-considered solutions that grow alongside our clients’ lives and aspirations.

With over 10 years of industry experience, I lead with a strong focus on people development. I believe that when individuals are guided with care and structure, they gain the confidence to serve with excellence. Through purposeful mentorship, we groom organic consultants into consistent MDRT and COT achievers, while building a loyal clientele base rooted in trust and long-term relationships.

My philosophy is simple: grow together, uphold high standards, and do the work with integrity, responsibility, and long-term intent.