Kayson Teo
kaysonkiatsoon@gmail.com
231, Utah Downtown Mall, USA
Core Philosophy
Financial literacy is a life skill – empowering every Malaysian with clear, actionable strategies for long-term stability.
Professional Snapshot
Kayson is a Registered Financial Planner and certified Life Planning Advisor with over six years of comprehensive experience across personal finance, insurance, mortgage advisory, and estate planning. As a multi-faceted financial educator and social media influencer, he specializes in translating complex financial concepts into practical, actionable strategies. His analytical approach and real-world case experience enable him to guide individuals and families toward confident financial decision-making and sustainable wealth building.
Areas of Mastery:
• Holistic Financial Planning & Risk Management
• Mortgage Advisory & Debt Restructuring
• Estate Planning (Will & Trust Establishment)
• Investment Planning & Unit Trust Allocation
• Digital Financial Education & Content Creation
Credentials & Certifications
• Registered Financial Planner (RFP)
• Licensed Life Planning Advisor (Great Eastern Life Malaysia)
• Rockwills Estate Planner
• Trust Consultant (Virtue Trustee Berhad)
• Unit Trust Consultant (Kenanga Investors Berhad)
• Bachelor of Mechanical Engineering with Honors (UTHM)