When Fund Management Meets Financial Planning

Alvin Kwan is a CFP-certified financial planner and licensed fund manager, and co-founder of Redvest. He works across both sides of a client’s financial life, building the plan and personally managing the investments behind it, so advice and execution never pass through different hands. He previously served on FPAM’s Board of Governors, chairing its Industry Development Committee. Before joining Redvest, he lectured in finance at Sunway University, and he still teaches today, facilitating CPE trainings for the Financial Planning Association of Malaysia. On-going workshops that Alvin does are:

• Financial Planning for Millennials & Gen-Zs
• Holistic Education Planning For the Modern Parent
• Aging Well Financially and Growing Old with Dignity
• Measuring Unit Trust Performance & How Can We Use Them