The Ultimate Achievement Show

003: Wealth Creation with Ann-Marie Regal


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The first time I met Ann Marie, we spent about 2.5 hrs talking about finance and investing and I knew 3 things: she's crazy smart, she loves what she does, and she loves to help people. It was after that initial conversation that she literally saved me $1000/month in interest by looking at my life and having me pay off my student loans immediately. This was before she ever charged me anything.

Now some of you may not be in a position to do that right now but in this conversation I hope to equip you with a lot of knowledge to start to look at money and your future differently. We could not have a better setting. We are sitting on the 26th floor of the Maybank building with views of the Marina Bay Sands which is the iconic hotel in Singapore with a rooftop that looks like a boat.

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 16 years.

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 and is the winner of the 2015 PlanPlus Global Financial Planning Awards.

Enjoy!

 

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The Ultimate Achievement ShowBy Dr. Matthew Westheimer

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