I’m Charlene, ex-JPMorgan and a Chartered Financial Analyst (CFA) with a decade of experience in finance across Asia and Europe.

I believe finance is NOT only for the privileged rich; finance is for EVERYONE! Wall Street makes finance so complicated and I’m here to simplify finance and share money tips.

I started as a banking journalist in Hong Kong, investigating how multi-millionaires and billionaires invest. After, I joined J.P. Morgan, serving private bank clients. Later, I joined a wealthtech firm situated right in the global wealth centre, Switzerland.

My job was all about making the rich even richer and I increasingly felt in my gut: it’s time for a change. That’s why I started this channel with the mission to empower everyday people to work towards financial freedom🚀