Steve Chen

Senior Associate Partner

The height of the pinnacle is determined by the breadth of the base. Driven by a vision to excel, we strive to achieve the financial goals of our customers through implementing well-planned-out strategies and utilising Risk and Wealth Management solutions innovatively. We fortify our knowledge, strengths and skills, so that we can always be the pillar of strength and support for all financial planning needs.

At Pinnacle Advisers Group, we take ownership and responsibility. By being our best, we can help our customers lead better lives. With a conducive learning environment and collaborative work culture, we also provide essential digital tools and strong lead generation programmes for our team members to grow and thrive. Ultimately, we need to “do well to do good”!

Over the last 14 years in the financial services industry, I have worked in independent financial advisory firms, local banks as well as insurance tied-agencies. Through my exciting and enriching journey, I have gained holistic and helpful perspectives on how to build a nurturing environment to increase the chance of any financial representative succeeding in this pathway. As a leader of an award-winning team, I value my trusted comrades and their all-rounded development is my utmost priority.