About Beacon
Our Vision
To be the advisory of choice, offering cutting edge advisory in helping our people, and our clients achieve their financial success.
Our Mission
The core of our existence is to provide PEACE of mind to our associates, and our clients.
We love what we do!
...and we want to pass it forward
Along our leader's 15+ years of journey, we have been fortunate to meet many mentors and experts that helped us achieve success and become who we are today. We hope to be that champion for you, and guide you to your success!
“Financial freedom is not just a dream, but a right to everyone"
- James Yang
Our Founder
James Yang
James is a Certified Financial Planner (CFP®) and Associate Estate Planning Practitioner (AEPP®) with more than a decade of experience advocating balanced financial planning. A lifetime MDRT member and qualifier, he was also awarded the Singapore Financial Planner of the Year Award in 2018 and was among Asia’s Top 5 Insurance Agent of the Year in 2019.
He is an experienced platform speaker, trainer, as well as mentor for various insurance companies and banks. He is also a member of the examinations panel of the CFP and also a frequent speaker for MDRT conferences globally.
Unlike a typical financial planner, his unique approach to financial planning has enabled many of his clients to achieve sound financial success not simply in insurance itself, but on cash flow debt management, mortgage planning*, retirement and investing strategies, as well as legacy and estate arrangements*.
Achievements & Accolades
Over 800+ clients
James has touched more than 800 lives and families through customized financial planning models to help realize their dreams in life.
Lifetime MDRT Member
James was awarded the Lifetime Membership for the Million Dollar Round Table (MDRT), providing reliable and strategic services to his clients.
Award-winning
Awardee of Singapore Financial Planner of the Year Award 2018 by the Financial Planning Association of Singapore and among Asia’s Top 5 Insurance Agent of the Year in 2019 awarded by Asia Advisors Network.
Industry Mentor
A strong advodate of mentoring and passing it on.
International speaker and local media features
James was awarded the Lifetime Membership for the Million Dollar Round Table (MDRT), providing reliable and strategic services to his clients.
*referral services