Ann Marie Regal
Ann Marie Regal, CFP®, Wealth Manager, Globaleye International Wealth Solutions, Singapore.
Ann Marie is a Wealth Manager at Globaleye, specializing in clients who have connections to America. She holds the US Certified Financial Planner (CFP) designation and has been working in the financial services industry for over 17 years.
Ann Marie is one of the only fee-based financial planners in Singapore. She employs an integrated, consultative approach to assist her clients in all areas of financial planning including investment, tax, insurance, retirement and estate planning. A unique area of specialization is pre-US immigration planning.
Prior to moving to Singapore with her family in 2007, Ann Marie worked at Legg Mason Investment Counsel (LMIC), and its predecessors, providing highly tailored investment and trust strategies for affluent individuals, families and institutions. She holds a Bachelor Degree from Syracuse University and is a member of the Financial Planning Association in the US and Singapore.
In her free time she is an active volunteer with Friends of the Museums (Singapore) sharing with others her passion of art, history and culture.
“It is truly an honor to win the PlanPlus Global Financial Planning Award for the second time. I want to thank PlanPlus for giving planners the opportunity to compete globally and for challenging us to continually raise our financial planning standards.
Along with the recognition the award brings, the winner also has the opportunity to attend FPA’s annual conference, this year being held in Baltimore. As the only American CFP professional working in Singapore, local resources are limited and cross-border financial planning knowledge is imperative. The knowledge I gained by attending the conference last year was invaluable. The FPA conference allowed me meet financial planners from all over the world who were willing to share knowledge, ideas, experiences & best practices. The International Community of FPA is an amazing group of professionals from many countries and diverse backgrounds who strive to improve financial planning standards at home at abroad.
I am grateful to everyone at PlanPlus for giving me the opportunity to attend the FPA conference again so I may continue to learn, grow & offer world class, cross-border, financial planning advice and service to my clients.”