Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future.
Fuji Yeo, AEPP, AFC, has 17 years of experience in the financial services profession, focusing on holistic financial education and well-being. A cancer survivor and certified NLP practitioner, she emphasizes the importance of human connection in her practice and is guided by her mantra, “Clients have the option to choose, but I have the duty to inform.” Yeo is deeply committed to helping clients protect their futures and is also a dedicated volunteer, believing in the importance of giving back and paying it forward through her work and community efforts.
