Isaac Ong, AWP^CM 

Isaac is a wealth management professional with over five years of experience in the financial industry. He started his career as a personal banker at a local bank, where he helped clients with their banking needs and provided them with tailored financial solutions.

He then joined a Swiss bank as a corporate actions specialist, where he supported the front office team by streamlining and minimizing risk across mandatory and voluntary corporate actions events. He also gained valuable insights into the global wealth management market and the best practices of the industry.

In 2022, Isaac joined Providend as an associate adviser. He has gained valuable knowledge and experience while supporting senior client advisers in delivering honest, independent, and competent advice to our clients. He was also involved in various projects and initiatives to improve the quality and efficiency of Providend’s services. He is now a full-fledged client adviser, being in the forefront of the advisory process.

Isaac is passionate about helping people achieve their financial goals and dreams. He believes that fee-only advice is the best way to provide unbiased and transparent guidance to clients, without any conflicts of interest or hidden agendas. He is currently pursuing his Certified Financial Planner (CFP) certification to further enhance his knowledge and skills in wealth management.

In his spare time, Isaac enjoys listening to audiobooks, playing sports, and having deep conversations with his peers. He is also an avid learner who likes to keep up with the latest trends and developments in the financial world.