“Legacy is the establishment of traditions and the transfer of values to be passed on to future generations. It is made of the stories our grandchildren will tell about us to their children.”

The main driving force behind PFPFA, Jeffrey started young, at the age of 21 without any head start as a Financial Services Consultant. Known for his intense tenacity and hard work, Jeffrey rose quickly through the ranks, becoming one of the youngest agency directors at the age of 27. As a seasoned trainer, Jeffrey has a knack for connecting with his audience by combining textbook theory with his personal experience to inspire participants from all walks of life. He has also been invited to Malaysia and Indonesia to conduct trainings and talks on agency management and estate planning sales system.

Although proud of the accomplishments and milestones he has set in the financial services industry, Jeffrey is dedicated to paying it forward. He is passionate about helping budding advisors by equipping them with the knowledge to excel in this industry in a holistic manner. In his private time, Jeffrey enjoys hosting family and friends to a delicious meal cooked by himself. Jeffrey intends to set up a community kitchen in his retirement to feed the underprivileged in an esteemed manner.