Your Financial Experts

Meet the dedicated professionals guiding your financial journey with insight and integrity.

Our Professionals

Managing Director – With over 20 years of industry experience, Marcus leads with passion, expertise, and an unwavering commitment to client success.

Certified Financial Planner, Singapore

Head of Investments – Sarah crafts portfolios with precision, ensuring every client’s wealth is managed with care and insight.

Chartered Financial Analyst, Singapore

Senior Advisor – David specializes in retirement and estate planning, guiding families through complex decisions with empathy and clarity.

Advanced Diploma in Financial Planning

Client Relationship Manager – Priya ensures every client feels heard, valued, and supported throughout their journey with us.

Bachelor of Business Administration

“Marcus and the team are outstanding. Their advice was practical and truly personalised.”

- Rachel Lim, Singapore

“Crisp Mountain Finance made a real difference in my financial planning. I appreciate their honesty and transparency.”

- Daniel Ong, Singapore