Junior Financial Security Advisor

Belinda Phung

Growing up in Vancouver, Belinda stayed close to home to attend and graduate from BCIT’s financial planning diploma program. Belinda’s eagerness to serve her community was satisfied by joining the Safe Pacific team. She found herself very aligned with Safe Pacific’s 3 pillars of success: being independent, relationship-focused, and no pressure or rush.

Now immersed in the financial services industry, Belinda is continuing to build her knowledge and skill set to better serve clients. Specializing in working with business owners and professionals in the Vancouver area, she enjoys understanding each person’s unique financial situation in order to come up with a plan to help them achieve their goals.

At BCIT, Belinda created an in-depth financial plan providing insightful analyses and recommendations to achieve desired financial goals. The experience was an educational highlight. It exposed her to the creative side of financial planning that allows planners to conjure up flexible solutions to accommodate the ever-changing needs of an individual.

Belinda is excited to assist clients in meeting financial goals, specifically by using life insurance as an investment tool, all while educating clients so that they are confident when making these financial decisions.

Designations:
Diploma in Financial Planning – British Columbia Institute of Technology
CSC Level 1 – Canadian Securities Institute
CSC Level 2 – Canadian Securities Institute (In progress)
LLQP Designation – Life License Qualification Program (In progress)
CFP Designation – Certified Financial Planner (In progress)

Contact Belinda

office phone:

+1 (604) 628-9610

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mobile phone:

+1 (604) 773-4797

Benefits and Insurance