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About the Company

精算视觉咨询(深圳)有限公司是一家专业的家庭风险保障和理财规划方案设计公司,CEO Alex曾就职于香港某大型保险集团,对香港和中国内地的保险产品、市场发展、监管政策等很有研究,是北美精算师(ASA),特许企业风险分析师(CERA),香港精算视觉保险学会会长。他创立的保险科普类公众号“精算视觉”有原创文章290余篇,拥有近10万名订阅者,在保险自媒体领域颇具影响力,线下课程付费学员有数千人。精算视觉旗下有一支专业、年轻的保险顾问团队——PRO Team,团队成员多半成员拥有博士、硕士以上学历及国际化的金融从业经历,在风险保障、投资、理财、税务规划、资产传承等方面有独到的见解,曾多次荣获国际保险行业各类荣誉大奖,累积服务超过500多个中产及高净值家庭,丰富的从业经验、完善的培训体系、高效的辅助工具能够帮助各位新晋精英快速踏上成功之路。

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Business Registration

Provided by

Operating Status: 开业
Registered Capital: 100万(元)
Legal Representative: 张晶
Date Established:
Credit Code: 91440300MA5EXHAP3R
Registered Address: 深圳市福田区福田街道福安社区益田路5033号平安金融中心68层6806B室

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