CHA AI BEE
CHA AI BEE
CFP® · Licensed Financial Advisor Representative
Empowering You to Live with Confidence and Create a Wealthier Life.
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Financial wellness isn't just about numbers — it's about creating better choices, stronger relationships, and a meaningful life. With over 12 years in financial planning and advisory, Cha Ai Bee has dedicated her career to helping individuals, families, and businesses gain clarity over their finances and build sustainable wealth.
Credentials & Qualifications
Credentials & Qualifications
Backed by recognised certifications across financial planning, coaching, and training.
Backed by recognised certifications across financial planning, coaching, and training.
Licensed Financial Advisor with UOB Kay Hian Wealth Advisors Sdn Bhd
CFP® (Certified Financial Planner)
Capital Market Services Representative Licence (CMSRL)
Certified Financial Coach
Licensed Financial Adviser Representative Bank Negara Malaysia
Certified Business Coach
Certified Money Personality Coach
Islamic Financial Planner
HRDC Certified Trainer
Professional Memberships
Professional Memberships
Financial Planning Association Malaysia (FPAM) – CFP Professional Member
Association of Coaching Supervisors & Mentors – Ordinary Member
Klang Chinese Chamber of Commerce & Industry – Women Entrepreneur Committee
A Journey of Growth & Expertise
A Journey of Growth & Expertise
12+ Years Building Financial Confidence for Individuals & Families
12+ Years Building Financial Confidence for Individuals & Families
Her Approach
Her Approach
More than technical advice — a partnership in building better financial habits.
More than technical advice — a partnership in building better financial habits.
Cha Ai Bee combines technical financial expertise with behavioural coaching — helping clients transform not just their financial strategies, but their financial habits. She's currently a Licensed Financial Adviser & Financial Coach at UOB Kay Hian Wealth Advisors, and also leads Money Personality Coaching and Wealth of Life financial planning workshops.
"To impact lives beyond finance by empowering people to make confident financial decisions and build meaningful wealth."
Also Available: Corporate Training
Also Available: Corporate Training
Beyond individual advisory, Cha Ai Bee also brings her expertise into the corporate space — delivering financial wellness training and workshops that help teams build stronger financial habits.
Ready to Take Control of Your Financial Future?
Ready to Take Control of Your Financial Future?
Book a free consultation and find out how a personalised financial plan can work for you.
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