Keith Soo
CFP®, B.CA(Hons)
Areas of Expertise
- Investment and portfolio planning
- Insurance and risk protection
- Children education planning
- Retirement planning
- Financial goal setting
- Cash flow and debt management
Financial Planning Focused Solutions
With over six years of experience in financial services and corporate compliance, Keith specializes in delivering tailored personal financial advisory solutions to professionals and families.
As a Licensed Financial Planner, Keith’s mission is to empower clients to achieve their financial goals through strategic planning and informed decision-making. Guided by a commitment to professionalism and client-focused solutions,
Keith brings a diverse perspective and dedication to fostering trust and long-term financial well-being.
Contact Keith
If you’d like to get in touch with Keith, leave your contact details with us!
Disclosure
Redvest and its personnel will never ask investors to transfer funds to a personal bank account or any third-party account. All fees and investments must be paid directly to Redvest Wealth & Asset Management Sdn. Bhd. or our appointed trustee. To verify any transaction or the identity of our personnel, please call +603-5569 8519 or WhatsApp +6018-966 8108.
We are a team of seasoned fund managers and financial planners united under a licensed boutique firm dedicated to delivering meaningful and professional financial guidance.
Guided by a strong financial planning philosophy, we shape every part of our work with intention and care.
By allowing financial planning concepts to anchor our decisions, we ensure that every service we offer is aligned with our clients’ long-term goals and built on clarity, expertise, and genuine commitment.
Contact Us
Redvest Wealth & Asset Management Sdn. Bhd. (201801043340)
Unit 2-2, Pusat Komersial Vestland, No.6, Jalan Juruanalisis U1/35, 40150, Shah Alam, Selangor, Malaysia
info@redvest.com.my
+60355698519
+6018966 8108